5 дней назад
Commercial Relationship Service Specialist Sr.
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Relationship Service Specialist Sr. (Commercial Banking): Managing complex commercial customer relationships, deposit and loan onboarding, treasury services, and high-value transactions with an accent on customer experience, operational oversight, and risk management. Focus on resolving complex issues, guiding service colleagues, facilitating multi-million-dollar transactions, and supporting commercial banking initiatives.
Location: Nashville, TN, United States; Workplace type: Office
Company
provides commercial banking products and services for business customers, including deposits, loans, treasury management, and specialized financial solutions.
What you will do
- Serve as the primary point of contact for assigned commercial customers and Relationship Managers.
- Manage complex, highly visible, and sensitive customer relationships, including large corporate, public-sector, financial-services, healthcare, real-estate, and technology portfolios.
- Oversee end-to-end onboarding for commercial deposit and loan accounts, including complex features, risks, and unique customer requirements.
- Research and resolve escalated issues, assess risk, and ensure compliance with bank policies and procedures.
- Attend customer, deal-team, and business-segment meetings while supporting relationship growth through treasury and deposit products.
- Guide service colleagues and partners, establish workflows, and lead projects and bank initiatives.
Requirements
- High school diploma, GED, or equivalent required; bachelor’s degree preferred.
- 5+ years of commercial banking experience focused on deposits, loans, treasury management, customer service, or banking operations.
- Strong business acumen with the ability to manage complex customers, transactions, and operational risks.
- Excellent written and verbal communication, facilitation, negotiation, organization, and analytical skills.
- Ability to work independently, manage multiple priorities, and maintain quality and attention to detail.
- Proficiency with Microsoft Office and other digital resources.
Nice to have
- Experience mentoring, coaching, and training peers or less experienced colleagues.
- Experience with specialized commercial banking segments and products such as escrow services, deposit account control agreements, FBOs, controlled disbursement, and credit sweeps.
Culture & Benefits
- Professional, discreet, and customer-focused approach to commercial banking relationships.
- Office-based workplace with potential flexibility for certain positions outside the branch network.
- Participation in a collaborative commercial banking environment and cross-functional initiatives.
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