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Relationship Support Representative III

3 months ago

Memphis, United States Independent Bank Full time
Job DescriptionJob Description

JOB SUMMARY:

This position requires strong commitment to quality customer service to our commercial and business banking clients.


SKILLS REQUIRED:

  • Good oral and written communication skills
  • General Knowledge of Microsoft Office
  • Experience in customer service, sales, and problem solving
  • Understanding of deposit and loan operations to include documentation and procedures

PRIMARY DUTIES:

  1. Customer Service: provide accurate and responsive support to clients and relationship managers. Key role in retention of valuable customers.
  2. Administrative Support: work closely with relationship managers and manager of wholesale banking group to fulfill administrative requirements phones, scheduling, typing, filing, and other duties as required.
  3. Bank products/operations: will maintain working knowledge of bank products and operational systems. Facilitate opening accounts, processing transactions, and resolving problems. Will include responding to client questions and requests with alternative solutions.
  4. Loan Support: lend support through reviews and comprehension of commercial and consumer loan documents. This will include loans, advances, payments, and any other maintenance requirements for the loan portfolio.
  5. Cash Management: primarily responsible for the day to day customer management of business on-line banking system. To include customer support, technical troubleshooting, and product maintenance. Should have knowledge base of cash management products, ACH networks, wire processing, data reporting, and security procedures.

Qualifications:

High school diploma or equivalent. Prior banking experience is required. The ideal candidate must have working knowledge of commercial loan documentation, regulations, and experience with Laser Pro or similar loan software. In addition, the candidate must be proficient in Microsoft Word, Excel, and Outlook. 2+ years of prior customer service skills. Good typing, administrative and organization skills. Good written and oral communications skills.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age.

Independent Bank is an EO/AA Employer - M/F/Vets/Disabled