Commercial Relationship Service Specialist Sr. - Huntington National Bank
Charlotte, NC
About the Job
Description
Summary:
Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship Managers.
Duties & Responsibilities:
+ Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs other bank colleagues to enable seamless transition of service for non-credit products; Often assigned to support the most complex, visible, large, and/or sensitive customers and services
+ Takes initiative to facilitate customer onboarding in conjunction with RM; ensures regulatory and system requirements are met; includes new and existing entities, triggering events, and clearing exceptions and diligence cases; works directly with customer and deal team colleagues
+ Obtains/reviews customer information, prepares documents for customer signatures required to open commercial deposit accounts and business online; satisfies legal, technical, and compliance requirements; provides information to customers on deposit product types and features
+ Services commercial deposit accounts, including updates to signers, account holds, CD renewals; manages overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; supports RM requests relating to deposit portfolio
+ Services commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio
+ Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online
+ May mentor and assist in training less experienced colleagues; participates in projects as assigned
Basic Qualifications:
+ Minimum 5 years' experience in Commercial Banking
+ High school diploma or equivalent
Preferred Qualifications:
+ Ability to use independent judgment
+ Ability to handle complex customer service issues
+ Bachelor's degree
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Summary:
Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship Managers.
Duties & Responsibilities:
+ Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs other bank colleagues to enable seamless transition of service for non-credit products; Often assigned to support the most complex, visible, large, and/or sensitive customers and services
+ Takes initiative to facilitate customer onboarding in conjunction with RM; ensures regulatory and system requirements are met; includes new and existing entities, triggering events, and clearing exceptions and diligence cases; works directly with customer and deal team colleagues
+ Obtains/reviews customer information, prepares documents for customer signatures required to open commercial deposit accounts and business online; satisfies legal, technical, and compliance requirements; provides information to customers on deposit product types and features
+ Services commercial deposit accounts, including updates to signers, account holds, CD renewals; manages overdrafts and approval process for time-sensitive decisioning; account closures; fraud protocols and interim monitoring; customer courtesy wires and funds movement; supports RM requests relating to deposit portfolio
+ Services commercial loans, including customer requests for advances; rate changes; insurance monitoring; research of past dues, invoices, misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio
+ Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for business online
+ May mentor and assist in training less experienced colleagues; participates in projects as assigned
Basic Qualifications:
+ Minimum 5 years' experience in Commercial Banking
+ High school diploma or equivalent
Preferred Qualifications:
+ Ability to use independent judgment
+ Ability to handle complex customer service issues
+ Bachelor's degree
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Source : Huntington National Bank