Business Relationship Support Representative
Core
Provide support for a small portfolio of commercial credit card customers, maintain account portfolios with business client managers, and oversee customer experience.
Role type
Business Relationship Support Representative (CSOII)
Builds
Commercial credit card programs and associated lending solutions
Domain
Financial Services / Commercial Banking
Deliverable
client delivery
Required skills
Financial statement analysis, profitability and risk evaluation, risk management, loan documentation, customer issue resolution, portfolio management
Preferred skills
Treasury management products knowledge, Hogan assessment experience, Service View experience, Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Produce loan reports and forms, assist in financial statement analysis for non-complex relationships, evaluate portfolio profitability and risk, handle customer issues and assist in decisions with managers, collaborate with peers to resolve issues
Seniority
Mid-level, hands-on IC
