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Work with business client managers to maintain a portfolio of accounts
Oversee overall customer experience
Produce loan reports and forms related to initiation of the documentation process
Assist in financial statement analysis for non-complex relationships
Handle customer issues and assist in decisions with business client managers
Evaluate profitability and risk of designated portfolio
Help with customer associated risk management
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal customers
Receive directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice to have:
1+ year of Treasury Management product knowledge and experience
Previous call center experience
Ability to provide strong customer service and develop customer relationships
Strong telephone etiquette skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information. (e.g., Hogan, ServiceView, Vantage, OIB, MARS)
Strong analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office skills, especially with Outlook, Excel and PowerPoint
Ability to work effectively in a team environment and across all organizational levels
where flexibility, collaboration, and adaptability are important
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work in a fast-paced deadline driven environment
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance