Business Banking Relationship Specialist, Senior

🔥 0 minutes ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $57.9k - $86.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Atlantic Union Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1902

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Atlantic Union Bank is a financial institution based in Virginia, offering a comprehensive suite of banking services including checking accounts, savings accounts, personal and business loans, credit cards, and wealth management solutions. With roots tracing back to 1902, the bank is committed to providing fair financial solutions and honest advice, aiming to create opportunities for families and business owners within the community. Through both online and physical branches, Atlantic Union Bank strives to enhance the banking experience for its customers and supports local initiatives.

📋 Description

• Provide direct support to the Business Banking client around onboarding, sales and service, and ongoing client relationship management • Develop and facilitate the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes • Provide guidance, mentorship, and training to the RSI and RSII roles • Coordinate client sales and service execution with Business Banking Teams and partner groups • Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner • Perform necessary research and maintenance to provide or facilitate solutions • Serve as backup to other Relationship Specialists as needed • Research, troubleshoot and solve customer issues and communicate “best practices” for consistent solutions • Facilitate reporting for Business Banking teams and stakeholders • Adhere to all applicable laws and regulations governing bank operations • Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups • Actively manage overdrafts, unposted items, and loan payment issues needing correction • Manage the communication and documentation of all policies and procedures • Create common knowledge within teams and consistent execution of Business Banking customer service procedures • Open Business Banking deposit accounts according to guidelines and procedures • Facilitate cross-sell of related products with new deposit openings • Partner with Relationship Managers to coordinate the set-up and onboarding of Treasury products • Prepare tickets, OTEs, and/or wire transfers as needed • Mentor, coach, and train new and existing Relationship Specialists

🎯 Requirements

• High school diploma or equivalent • Seven+ years business, retail banking or industry related experience required • Customer service and Business Loan experience required • Working knowledge of CSI or comparable document preparation banking software • Superior customer service skills • Excellent computer skills relevant to Microsoft Office Suites • Excellent written, oral, and interpersonal communication skills • Detail oriented and quality focused • Well organized with attention to detail • Ability to prioritize and manage multiple priorities • Flexible, able to adapt to change • Superior time management and problem-solving skills • Ability to work independently as well as within a team environment • Excellent problem solving and analytical skills

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Incentive compensation plan • Profit sharing bonus program