Wholesale Relationship Specialist IV (Graves Mill Branch)

Responsibilities

• Manages and responds to daily incoming client requests and inquiries in a timely and professional manner.
• Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
• Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
• Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank’s loan and deposit origination, documentation, and administration policies and procedures.
• Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
• Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
• Maintains a strong working knowledge of the Bank’s Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
• Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
• Assists with mentoring, coaching, and training new and existing Relationship Specialists.
• Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
• Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.

Qualifications

• High school diploma or equivalent, college degree preferred
• Seven plus years of wholesale or consumer banking or industry related experience required
• Three plus years of commercial loan and deposit experience required