Client Specialist​/Relationship Support Manager

Client Specialist/Relationship Support Manager

#81-9011

Naples, Florida, United States

This position is 100% in office. The employee will work full time in an office in a designated Wes Banco location. Consideration for location will be Naples, FL.

Naples

40

High school diploma or equivalent required.

Bachelor’s Degree in Business Administration preferred.

Minimum of two year of relevant banking experience required.

SUMMARY:

The Commercial Relationship Support Manager supports the line of business by providing exceptional service and operational support to associates and clients. This role manages client requests, facilitates account operations, and ensures accuracy and completion of documentation and transactions. Acting as a liaison between clients, associates, and internal partners, the Commercial Relationship Support Manager delivers a seamless client experience and supports growth initiatives.

Emphasis is placed on relationship management and servicing the needs of teams and their portfolio of clients.

CUSTOMER SERVICE

SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL

SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Practices the standards of the Bank’s Mission, Vision, and Pledge.

Understands the various types of commercial loan products and services offered by the Bank.

Assists with the preparation of Line of Credit annual renewals.

Prepares and coordinates annual relationship review.

Meets clients with Commercial Bankers, as applicable.

Assists with opening new accounts and ensures complete, accurate documentation is obtained from clients

Inputs information into lending system in conjunction with and on behalf of the Commercial Banker. Facilitates deal submissions of all credit requests into commercial processing software; utilizing checklists to confirm all information is collected and due diligence is complete.

Engages, coordinates and reviews third party reports (appraisal, environmental, inspection, borrowing base certificates, etc.).

Collects and reviews entities due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements

Images and indexes all deposit and client documentation to ensure proper recordkeeping

Performs account maintenance, including adding/removing signers and updating client records

Maintains direct client contact information such as but not limited to email addresses and phone numbers in order to collect financial and other information, and manage portfolio.

Analyzes commercial construction draw packages submitted by commercial lending production areas for completion and accuracy and recommend approval or denial of requested draw amount. Specifically:

Receives, reviews and balances commercial construction draw documentation (budgets, inspection reports, title updates and lien wavers, etc).

Reviews all documentation and disbursements to ensure all funds have been disbursed properly.

Orders project inspections and title updates and reviews both for compliance.

Interfaces with customer on issues as they arise.

Responds to client inquiries regarding bank products, services, account details, and policies; conducts account research, files and processes fraud claims

Identifies cross-selling opportunities, recommending additional bank products and services that align with clients’ operational needs

Demonstrates comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and…