Commercial Relationship Specialist

• Assists Relationship Manager(s) by performing daily support activities related to client relationships
• Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship
• Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
• Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, One View Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing
• Manages post-closing requirements including tickler requirements and exception citing's
• Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
• Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence collection from clients
• Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
• Opens new deposit products for clients
• Works closely with Treasury Management team to onboard new Treasury Management clients and provide guidance to clients for servicing
• Maintains consistent data integrity for relationship team’s client accounts within all source systems
• Maintains One View administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
• Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
• Provides support for clients in specialized business segments such as GIB, SBA, and AG within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

• Bachelor’s degree
• Or High School Diploma or GED and two (2) years of general banking experience

Demonstrates expertise in client relationship management, credit application workflow, and data integrity within commercial banking. Proficient in generating reports and supporting sales functions to enhance client servicing and operational efficiency.