Job Details

Acts as a primary liaison with customers, during all phases of onboarding a new banking relationship. Manages and monitors existing customer relationships on an ongoing, day-to-day, and transactional basis working in close partnership with the business unit and other departments throughout the bank. Is considered a subject matter expert related to required processes and requirements needed to provide an exceptional customer experience. Responsible for collection of financial information and conducting analysis by generating, running, and utilizing system-generated reports. Partner with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I, construction and term loans that are complex in nature, as well as all deposit accounts and other services. Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements. Independently prepare da...Relationship, Team Lead, Customer Experience, Business Services, Lead