Commercial Relationship Associate

This position supports a portfolio of customers and internal partners. This position gathers information / required documentation for commercial deposit account requests ranging in complexity from Commercial Bankers, Private Bankers, Bell Capital Finance, Commercial Real Estate and / or Treasury Management Sales. This position performs account-opening follow-up with commercial customers, assists customers with day-to-day commercial account concerns, and works with internal partners to complete commercial deposit account maintenance requests. This position will research and problem-solve issues from both internal and external customers to provide customer service as needed.

Primary Duties :

Commercial Account Opening & Maintenance

• Assist with normal to complex account opening & maintenance requests from assigned portfolio of Commercial Bankers, Private Bankers, Bell Capital Finance, Commercial Real Estate, Treasury Management Sales, and / or from customers directly.
• Develop and build relationships with assigned portfolio of commercial customers, offering to be an additional point of contact to help navigate through day-to-day concerns, questions, and service needs.
• Develop and maintain a solid understanding of the bank / regulatory processes (BSA / AML) for Bell Bank and execute account openings and maintenances requests within the appropriate guidelines, at the direction of our Compliance, Legal and BSA / AML / Risk Teams.
• Perform follow-up with commercial customers, to ensure high level of satisfaction with their deposit account opening, maintenance, and / or service requests.
• Work with other departments to ensure customer needs are met for additional services, such as Business Online Banking, Credit Accounts, Treasury Management, Sweeps, etc.
• Serve as support for the other CRS team members in all regions, assisting in decision making based on internal policies and procedures.
• Provide mentorship and training opportunities to the Commercial Relationship Support I
• Act as a Subject Matter Expert (SME) to provide the deepest level of understanding and navigation for the entire CRS Team.

Establishing, Monitoring and Maintaining Commercial Deposit Customers

Business Information Sheet

Bell Bank Culture, Policy and Accountability Standards :

Education, Experience, and Other Expectations

Skills and Knowledge