Commercial Relationship Associate II

About the role

The Commercial Relationship Associate II is responsible for all aspects of day-to-day service delivery for the bank's Commercial clients. Understands and delivers upon the bank's expectations for a Remarkable Client Experience. Partners effectively with internal colleagues to understand client needs, resolve issues and communicate status. Handles more complex client needs and serves as a mentor for less experienced team members.

Responsibilities

• Handle routine client service requests/needs including but not limited to loan and deposit account inquiries and maintenance, general research and problem resolution, and debit card issues.
• Execute client transaction requests including line draws, loan pay downs, wire transfers, account transfers and bank checks.
• Provide support to Commercial clients related to online banking, bill pay, ATM/Debit cards and basic Treasury Management requests; appropriately handoff more complex issues to TM/MS colleagues.
• Handle and/or assist with more complex or escalated client needs such as online/foreign wires, fraud issues, migration of clients to digital platform, etc.
• Cross-trained and able to handle more complex digital/TM client needs.
• Coordinate account opening requests with client and Relationship Manager (RM), including the collection, verification and input of Know Your Customer (KYC) information.
• Partner with RM and Treasury Management Sales to seamlessly onboard new client relationships.
• Handle daily insufficient funds review and activity; communicate with clients and RM's to ensure resolution.
• Process ACH line increases per customer request.
• Process estate account transactions and maintenance.
• Update customer data in bank's CRM system as required.
• Provide back up and redundancy for Operations Associate and Professional Practice RA.
• Consistently operate within the bank's compliance and procedural expectations.
• Cross train with Commercial Associate, Professional Practice RA and TM/MS Support team members.
• Mentor less experienced team members; mentor Retail team members to increase their understanding of Commercial client service delivery.
• Provide medallion signature guaranty; may include onsite client visits as needed.
• May provide training to new employees as requested by manager.
• Active participation in demonstrating the behaviors outlined in the GRB Experience.
• Cross sell commercial relationships where applicable.
• Respond to requests for credit inquiries as needed.
• Prepare invoice payments for all commercial check orders.
• Assist Relationship Managers in clearing loan exceptions.
• Other duties as assigned by manager.

Qualifications

Associates Degree with a minimum of 5 years of commercial banking service delivery experience, or the equivalent combination of education and experience.

Skills & Competencies

• Provide a remarkable client experience. Greet clients with warmth, genuine interest and a smile.
• Lead by example. Identify current or potential problems, take ownership and see them through to resolution.
• Act as a unified team. Possess strong interpersonal skills including the ability to proactively communicate with and help others, within and across departments.
• Ability to work independently. Seek and incorporate feedback on your performance from management, coworkers and clients.
• Demonstrated PC literacy.
• Working knowledge of Banking Policies and Procedures.
• Demonstrated organization and project management skills.
• Analytical, problem solving and decision-making abilities.

Pay

Salary Range: $56,400 - $68,560