Commercial Relationship Specialist

Job Description As a Commercial Relationship Specialist, you will provide general administrative support to Relationship Managers within Commercial Banking, including specialized business segments such as Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. Primary Responsibilities Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate. Act as a point of contact for Commercial Banking clients for all servicing requests related to client relationships. Attend weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc. Provide reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting. Facilitate and manage credit application workflow as it applies to the appropriate credit channel, including collecting financial information from clients, submitting facility applications, and managing loan workflows to closing. Manage post-closing requirements including tickler requirements and exception citing's. Manage Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner. Act as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manage due diligence requirements from the field. Assist Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files. Open new deposit products for clients. Work closely with the Treasury Management team to successfully onboard new Treasury Management clients and provide the clients with guidance and aid in locating appropriate resources for servicing. Maintain consistent data integrity for relationship team’s client accounts within all source systems. Maintain OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records. Manage data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting. Provide support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking. Support Relationship Manager(s) with miscellaneous administrative tasks as assigned. May serve as a mentor for new associates. This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements Bachelor's degree and two (2) years of banking or client support experience. Or High School Diploma or GED and three (3) years of general banking experience. Skills and Competencies Ability to partner with various internal partners across the organization. Ability to research, analyze data and derive facts. Advanced verbal, written communication, and organizational skills. Advanced work ethic and self-motivation. Proficiency in Microsoft Office (Word, Excel, PowerPoint). This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. Position Type Full time Compensation Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. Job Range Target: Minimum: $44,412.50 USD Median: $54,406.50 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Employee Assistance Program Equal Opportunity Employer/including Disabled/Veterans #J-18808-Ljbffr Dormont Manufacturing Co