Commercial Banking Specialist Manager

About the role

Responsible for performing a wide range of advanced administrative functions to support commercial banking activities. The position facilitates efficient operations, uniform reporting and communications, optimizes relationship management, executes and trains on compliance procedures, and serves as the primary point of contact for the Commercial Banking Specialist team within the designated market.

Responsibilities

• Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities.
• Supervises, coaches, and directs Commercial Banking Specialists on effective methods to best support their assigned Commercial Relationship Managers.
• Coaches & career development of the CBS team through skill assessments, observations, 360 feedback, etc.
• Develop best practices and standardized procedures among all Commercial Banking Specialists.
• Manages the workflow of the CBS team, ensuring that skillsets are on par as well as that work level and output are consistent.
• Prepares, reports, and works with their team to monitor the following items: Maturing Loans, Past due loans, Upcoming covenant testing and financial information, Loans Exceptions, Identify daily overdrafts for Commercial accounts, Manage pipeline for accuracy and stale items, Past due insurance and taxes, Reg B issues, Regularly hosts team meetings with directs and attends market and regional meetings as appropriate.
• Partner with other lines of business including but not limited to Treasury, Credit, and Retail to ensure that teams are communicating and operating smoothly.
• Maintains knowledge of banking products, programs, sales strategies, services and promotions, and provides information and training to the full commercial team to ensure uniform communication to the Bankers and Leadership.
• Serves as a liaison with clients to meet the needs of customers and help resolve complex issues.
• May accompany Commercial Relationship Managers on meetings and appointments to assist with relationship management and support account opening or loan closing processes.
• Additional duties may include the following: Maintains electronic records and prepares transactions in Customer Relationship Management software, Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements, and other relevant data, Reviews customer and prospect financials and other relevant data to identify discrepancies and inconsistencies; follows through to verify accurate information and resolve issues, Administers renewal processes and performs collections procedures for assigned customer portfolio.

Requirements

• Computer and Microsoft Office proficiency.
• Demonstrates leadership skillset with ability to coach and mentor.
• Thorough knowledge of banking policies, procedures, products, and services.
• Able to effectively and persuasively express self, using language and grammar in a professional manner.
• Able to plan, schedule, and organize professional schedule to achieve goals within or ahead of established time frames.
• Able to provide a high level of interactive service to others, building relationships, and addressing identified needs.
• Demonstrates commitment to quality customer service and ability to meet or exceed service goals.
• Able to analyze and record detailed information and produce accurate, high quality work products.
• Able to research, analyze, identify viable options, draw sound conclusions, present findings, and make thoughtful recommendations considering overall risk and short-term and long-term impact.

Qualifications

• 6+ years of experience as a Commercial Banking Specialist or equivalent position.
• Prior management experience is strongly preferred.
• Banking compliance or risk management experience preferred.
• Previous Salesforce experience strongly preferred.
• Academic Bachelor’s degree preferred or equivalent education and related training or experience required.

Skills

• Computer and Microsoft Office proficiency.
• Leadership skillset with ability to coach and mentor.
• Thorough knowledge of banking policies, procedures, products, and services.
• Effective and persuasive communication skills.
• Ability to plan, schedule, and organize professional tasks.
• High level of interactive service and relationship-building skills.
• Analytical and problem-solving skills.
• Knowledge of banking products, programs, sales strategies, services, and promotions.
• Ability to administer renewal processes and perform collections procedures.

Benefits

• Medical, Dental and Vision Insurance.
• Life Insurance provided at no additional cost to employees.
• Accidental Death & Dismemberment Coverage.
• Long-Term Disability Coverage.
• Paid Sick and Vacation Leave.
• 11 Holidays.
• Volunteer/Service Day.
• Employee Stock Purchase Plan.
• 401(k) Retirement Plan.
• Flexible Spending Accounts.
• Health Savings Account.
• Health Reimbursement Arrangement.
• Supplemental Life & Other Insurance Plans.
• Identity Theft Protection.
• Pet Insurance.
• Legal Insurance.
• Employee Assistance Program.
• Employee Advocacy Program.
• Tickets at Work (Entertainment discounts for Ameris Bank Employees).
• AT&T Employee Discount.
• Wellness Discounts for Medical Premiums and Other Rewards.
• Employee Referral Incentive.
• Education Assistance.
• Employee Resource Groups.
• Banking Advantages for Employees.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Full-time position.