Business Relationship Support Representative

• Provide support for a small portfolio of customers
• 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 direction from leaders
• exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance 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

• Call Center customer service experience in the financial services industry
• ability to provide strong customer service and develop customer relationships
• strong telephone etiquette skills
• Treasury Management product knowledge and experience
• intermediate Microsoft Office skills
• ability to navigate multiple computer systems, applications, and utilize search tools to find information
• strong analytical skills with high attention to detail and accuracy
• excellent verbal, written, and interpersonal communication skills
• effective organizational, multi-tasking, and prioritizing skills
• ability to work effectively in a team environment and across all organizational levels
• where flexibility, collaboration, and adaptability are important
• ability to work in a fast-paced deadline driven environment

• Hybrid work schedule
• ability to travel up to 10% of the time
• compliance policies regarding outside activities and/or personal investing
• equal opportunity employment
• medical accommodation available during the application or interview process