JobMesh

Business Banking Relationship Specialist II (VA/MD/NC-REMOTE)

Atlantic Union Bank · Richmond, Virginia, US

This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coord...

Job description

This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coordination with the Business Banking Relationship Managers and Business Banking Team Leaders. Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit and deposit services processes and other client/internal support responsibilities. Position Accountabilities: - Coordinate client sales and service execution with Business Banking Teams and partner groups. - Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner. - Serve as backup to other Relationship Specialists as needed. - Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions are being developed to achieve top level customer service. - Facilitate reporting for Business Banking teams and stakeholders to actively manage work flow around client sales, compliance, credit management, renewals and partner referrals. - Adhere to all applicable laws and regulations governing bank operations,...