Commercial Relationship Associate II

Salary Range: $56,400 - $68,560

PRIMARY RESPONSIBILITY:

The Commercial Relationship Associate II is responsible for all aspects of day-to-day service delivery for the bank’s Commercial clients.  Understands and delivers upon the bank’s expectations for a Remarkable Client Experience.  Partners effectively with internal colleagues to understand client needs, resolve issues and communicate status.  Handles more complex client needs and serves as a mentor for less experienced team members.    

ESSENTIAL FUNCTIONS:


* Handle routine client service requests/needs including but not limited to loan and deposit account inquiries and maintenance, general research and problem resolution, and debit card issues.


* Execute client transaction requests including line draws, loan pay downs, wire transfers, account transfers and bank checks.


* Provide support to Commercial clients related to online banking, bill pay, ATM/Debit cards and basic Treasury Management requests; appropriately handoff more complex issues to TM/MS colleagues.


* Handle and/or assist with more complex or escalated client needs such as online/foreign wires, fraud issues, migration of clients to digital platform, etc.


* Cross-trained and able to handle more complex digital/TM client needs.


* Coordinate account opening requests with client and Relationship Manager (RM), including the collection, verification and input of Know Your Customer (KYC) information.


* Partner with RM and Treasury Management Sales to seamlessly onboard new client relationships.


* Handle daily insufficient funds review and activity; communicate with clients and RM's to ensure resolution.


* Process ACH line increases per customer request.


* Process estate account transactions and maintenance.


* Update customer data in bank's CRM system as required.


* Provide back up and redundancy for Operations Associate and Professional Practice RA.


* Consistently operate within the bank's compliance and procedural expectations.


* Cross train with Commercial Associate, Professional Practice RA and TM/MS Support team members.


* Mentor less experienced team members; mentor Retail team members to increase their understanding of Commercial client service delivery.


* Provide medallion signature guaranty; may include onsite client visits as needed.


* May provide training to new employees as requested by manager.



* Active participation in demonstrating the behaviors outlined in the GRB Experience.

SECONDARY FUNCTIONS:


* Cross sell commercial relationships where applicable


* Respond to requests for credit inquiries as needed.


* Prepare invoice payments for all commercial check orders.


* Assist Relationship Managers in clearing loan exceptions.


* Other duties as assigned by manager.

EDUCATION AND EXPERIENCE:

Associates Degree with a minimum of 5 years of commercial banking service delivery experience, or the equi...