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Business Banking Relationship Specialist, Senior
Location
Virginia
Posted
1 day ago
Salary
$57.9K - $86.7K / year
Seniority
Lead
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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