Commercial Relationship Service Specialist Sr.

Location: Charlotte, NC, United States; office workplace

Company

hirify.global provides commercial banking services and relationship management for business customers.

What you will do

• Serve as the primary point of contact for assigned commercial customers and Relationship Managers.
• Resolve complex customer, service, and operational issues while maintaining adherence to bank policies and managing risk.
• Oversee end-to-end onboarding and servicing of complex commercial deposit and loan accounts.
• Support treasury and commercial products, including escrow services, deposit account control agreements, FBO accounts, controlled disbursement, and credit sweeps.
• Attend customer and deal team meetings, manage high-complexity relationships, and support relationship retention and growth.
• Provide day-to-day guidance to service colleagues, establish workflows, and lead projects and bank initiatives.

Requirements

• High school diploma or GED.
• 5+ years of experience in commercial banking, with a focus on deposits, loans, treasury management, customer service, or banking operations.
• Strong customer service, written and verbal communication, facilitation, negotiation, organizational, critical-thinking, and analytical skills.
• Ability to work independently on multiple tasks, manage sensitive and complex customers, and maintain quality.
• Proficiency with Microsoft Office and other digital resources.
• Ability to mentor, coach, and train peers and less experienced colleagues.

Culture & Benefits

• Office-based workplace with specific work arrangements provided by the hiring team.
• Participation in customer, deal team, business segment, and bank initiative meetings.
• Exempt position and eligible for full-time employment.
• Equal opportunity and tobacco-free hiring practices.