Commercial Relationship Service Specialist Seniors
Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship Managers. Duties & responsibilities include acting and making decisions in coordination or on behalf of Relationship Managers; connecting or informing other bank colleagues to enable seamless transition of service for non-credit products; often assigned to support the most complex, visible, large, and / or sensitive customers and services. They take initiative to facilitate customer onboarding in conjunction with RM; ensure regulatory and system requirements are met; include new and existing entities, triggering events, and clearing exceptions and diligence cases; work directly with customer and deal team colleagues.
They obtain / review customer information, prepare documents for customer signatures required to open commercial deposit accounts and business online; satisfy legal, technical, and compliance requirements; provide information to customers on deposit product types and features. They service commercial deposit accounts, including updates to signers, account holds, CD renewals; manage overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; support RM requests relating to deposit portfolio. They service commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; support RM requests and special handling of unique administration requirements relating to loan portfolio. They transition customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online. They may mentor and assist in training less experienced colleagues; participate in projects as assigned.
Basic qualifications include 5+ years' experience in Commercial Banking customer service experience and a high school diploma or equivalent. Preferred qualifications include the ability to use independent judgment, the ability to handle complex customer service issues, and a bachelor's degree. Exempt status is not eligible for overtime pay. Workplace type is office, with certain positions outside the branch network eligible for a flexible work arrangement combining in-office and work from home. Huntington is an Equal Opportunity Employer. Recruiting agencies must have a valid, written, and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Specialist • Charlotte, NC, US