Commercial Relationship Service Specialist Sr.

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)

Workplace Type : Hybrid

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.

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