Relationship Service Specialist II
Core
Primary point of contact for assigned Commercial customers, partnering with Relationship Managers to enhance retention and deepen sales through onboarding and complex problem resolution.
Role type
Senior IC commercial banking specialist
Builds
Commercial deposit and loan accounts, treasury management services, and specialized vertical solutions (Fund Finance, REITs, Healthcare, etc.)
Domain
Commercial Banking / Financial Services
Required skills
Commercial banking operations, customer onboarding, complex problem resolution, risk mitigation, multi-million dollar transaction approval, specialized vertical knowledge (Fund Finance, REITs, Healthcare, Commercial Real Estate), stakeholder management
Preferred skills
Microsoft Office proficiency, negotiation, critical thinking, adaptability
Technologies
Microsoft Office
Responsibilities
Mitigate issues/questions before escalation, manage complex/highly visible customer relationships, oversee end-to-end onboarding and account management, attend customer meetings independently, facilitate complex features and special handling requirements
Seniority
Mid-level, hands-on IC