3 часа назад
Commercial Relationship Representative 2 (Commercial Banking)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Relationship Representative 2 (Commercial Banking): Supporting commercial banking teams through loan and deposit administration, CRM maintenance, reporting, and professional customer service with an accent on documentation accuracy, regulatory compliance, and account administration. Focus on managing loan and deposit exceptions, coordinating underwriting requests, processing authenticated wire transfers and ACH approvals, and resolving commercial account issues.
Location: Wyomissing, Pennsylvania, United States; onsite at 2640 Westview Drive
Company
is a banking organization providing commercial banking services and requiring employees to manage business risk and comply with regulatory requirements.
What you will do
- Support portfolio managers, relationship managers, and commercial banking leadership with administrative and operational duties.
- Assist with new loan processing, including appraisals, credit and property reports, UCC reports, documentation requests, KYC, and post-close follow-up.
- Maintain existing loan portfolios, credit and collateral files, client reporting requirements, account transfers, and documentation exceptions.
- Coordinate deposit administration, including new account opening, overdraft monitoring, wire transfer requests after authentication, ACH approvals, and related correspondence.
- Maintain CRM contacts, client groups, and relationship ties, and prepare management and sales meeting reports.
- Provide professional customer service, resolve commercial account questions and problems, and manage multiple projects according to established procedures.
Requirements
- High school diploma or GED.
- At least 3 years of job-related experience.
- Excellent written and verbal communication skills, strong attention to detail, and the ability to multitask in a fast-paced environment.
- Ability to use general office equipment, a personal computer, and job-related software.
- Basic proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
- Must be legally authorized to work in the United States; employment-based visa sponsorship is not provided.
Culture & Benefits
- Full-time position within the Commercial Banking business unit.
- Work is performed in a traditional office environment.
- Employees are expected to understand, report, manage, and monitor business risks.
- Compliance with regulatory laws and company procedures is required.
- Equal employment and a discrimination- and harassment-free workplace are provided.
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