Primary focus is collaborating with in-market Relationship Managers to support the onboarding and ongoing support of those clients that are within a Relationships Manager’s book of business. Including but not limited to account openings, online setups, deposit support, credit support and complex service requests. In addition, they support our segment’s digital sales channels, such as sales request from the organization’s website, phone 800# sales queues, internal remote teams, and marketing material (ex. mail, radio, web etc.). Key responsibilities for the role: Achieve targeted segment’s Business Banking Deposit, Credit and Treasury Management targets through proactive portfolio management in collaboration with RMs, and digital sales channel (Phone/Web) volume. Have a strong proficiency in credit and treasury management solutions. Provide sales and support for Relationships Managers by engaging in activities related to client onboarding, account openings, loan submissions, document collection, client outreach, servicing, and ongoing maintenance within your assigned team. Utilize research and problem-solving skills to identify, analyze and resolve client issues promptly; maintain system to track responses to inquiries and ensure follow-up action is completed. Identifying and referring cross-sell opportunities to the appropriate colleague. Ensure compliance with all regulations, policies, and procedures. Key skills and experience: For this position, you must have at least 2 years of experience in the Banking Industry. Business Banking/Commercial credit & treasury management experience preferred. Candidates with advanced degrees (Associates, Bachelor’s, and/or Master’s) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. Strong probing, communication, analytical, problem solving and decision-making skills to effectively uncover and resolve complex client issues. Effective time management and prioritizing skills. Proficient with Outlook, Word, Excel, and PowerPoint.

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