Wholesale Relationship Specialist II (Hybrid)
Atlantic Union Bank · Greensboro, North Carolina, US
The Relationship Specialist II responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the...
Job description
The Relationship Specialist II responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. - Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. - Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. - Executes and adheres to all federal and state reg...