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Atlantic Union Bank

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Business Banking Relationship Specialist, Senior

GeneralGeneralFull TimeRemoteLeadTeam 1,001-5,000Since 1902H1B No SponsorCompany SiteLinkedIn

Location

Virginia

Posted

1 day ago

Salary

$57.9K - $86.7K / year

Seniority

Lead

High School7 yrs expEnglish

Job Description

Business Banking Relationship Specialist, Senior

Atlantic Union Bank

• Provide direct support to the Business Banking client around onboarding, sales and service, and ongoing client relationship management • Develop and facilitate the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes • Provide guidance, mentorship, and training to the RSI and RSII roles • Coordinate client sales and service execution with Business Banking Teams and partner groups • Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner • Perform necessary research and maintenance to provide or facilitate solutions • Serve as backup to other Relationship Specialists as needed • Research, troubleshoot and solve customer issues and communicate “best practices” for consistent solutions • Facilitate reporting for Business Banking teams and stakeholders • Adhere to all applicable laws and regulations governing bank operations • Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups • Actively manage overdrafts, unposted items, and loan payment issues needing correction • Manage the communication and documentation of all policies and procedures • Create common knowledge within teams and consistent execution of Business Banking customer service procedures • Open Business Banking deposit accounts according to guidelines and procedures • Facilitate cross-sell of related products with new deposit openings • Partner with Relationship Managers to coordinate the set-up and onboarding of Treasury products • Prepare tickets, OTEs, and/or wire transfers as needed • Mentor, coach, and train new and existing Relationship Specialists

Job Requirements

  • High school diploma or equivalent
  • Seven+ years business, retail banking or industry related experience required
  • Customer service and Business Loan experience required
  • Working knowledge of CSI or comparable document preparation banking software
  • Superior customer service skills
  • Excellent computer skills relevant to Microsoft Office Suites
  • Excellent written, oral, and interpersonal communication skills
  • Detail oriented and quality focused
  • Well organized with attention to detail
  • Ability to prioritize and manage multiple priorities
  • Flexible, able to adapt to change
  • Superior time management and problem-solving skills
  • Ability to work independently as well as within a team environment
  • Excellent problem solving and analytical skills

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Incentive compensation plan
  • Profit sharing bonus program

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