The Relationship Specialist IV is responsible for a variety of commercial banking support activities, including interacting with clients, collaborating with Wholesale Banking Relationship Managers, and implementing client relationship management tasks to ensure a high-quality banking experience.
Requirements
- High school diploma or equivalent, college degree preferred
- Seven plus years of wholesale or consumer banking or industry related experience required
- Three plus years of commercial loan and deposit experience required
- Exceptional customer service and problem-solving proficiency
- Superior time management
- Excellent oral, written, and interpersonal communication
- Very organized and detail oriented
- Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
- Expert proficiency in reading and interpreting UCC lien and judgment search results
- Ability to prioritize and manage multiple priorities
- Flexible, able to adapt to change
- Ability to work independently as well as within a team environment
- Outstanding analytical skills
- First-rate computer skills relevant to Microsoft 365 Suite
- Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
- Strong working knowledge of business deposit accounts
- Extensive and strong working knowledge of banking software programs
- Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
- Management and mentor experience are beneficial.
Benefits
- Comprehensive benefits package
- Incentive compensation plan
- Discretionary profit sharing bonus program
