Commercial Relationship Service Specialist II
Core
Primary point of contact for assigned Commercial customers, partnering with Relationship Managers to enhance relationship management, retention, and deepening sales.
Role type
Senior IC commercial banking specialist
Builds
Commercial deposit and loan accounts, complex features, and customer experiences for large private and public companies ($50MM - $2BB+ annual sales)
Domain
Commercial Banking / Financial Services
Required skills
Commercial banking expertise, complex problem resolution, risk management, multi-million dollar transaction approval, specialized vertical knowledge (Fund Finance, REITs, Healthcare, Commercial Real Estate, Tech & Telecom), onboarding management
Preferred skills
Negotiation, critical thinking, independent task management, adaptability
Technologies
Microsoft Office
Responsibilities
Mitigate issues/questions before escalation, manage complex and sensitive customer relationships, oversee onboarding and account management, attend customer and deal team meetings, approve multi-million dollar transactions
Seniority
Mid-level, hands-on IC
