Commercial Banking Relationship Manager

3 days ago


Sacramento, California, United States River City Bank Full time
Job Summary

The Commercial Banking Relationship Specialist plays a vital role in supporting the Commercial Banking Relationship Managers in the efficient management of the Bank's commercial banking portfolio. This position is responsible for enhancing the client service experience by supporting the day-to-day activities for each Commercial Relationship Manager to ensure the department is exceeding client expectations.

Key Responsibilities
  • Respond to and interact with clients via telephone, email, or in-person to provide exceptional customer service.
  • Assist Relationship Managers with various day-to-day customer service and analytical activities, including opening new accounts, sending wires, updating signature cards, researching and following up on maintenance requests, and commercial loan processing.
  • Maintain a comprehensive knowledge of the Bank's products and identify appropriate solutions based on client needs.
  • Act as a liaison with other departments to fulfill client or Relationship Manager requests.
  • Prioritize and organize multiple tasks and emails each day from clients and Relationship Managers.
  • Advise management or Relationship Managers of irregular or reoccurring problems and make recommendations to improve the service provided to the client or internal processes/training.
  • Assist with sales presentations by conducting an analysis of current bank services, recommending solutions, and assisting with preparing proposals for presentation by the Relationship Manager.
  • Assist with transitioning new clients to the Bank, ensuring a smooth process.
  • Maintain knowledge of the Bank's regulations and ensure compliance with Federal and State regulations, and Bank policies and procedures.
Requirements
  • High School diploma or equivalent required; College degree preferred.
  • Minimum of two years of related work experience, including customer service and banking/financial services.
  • Knowledge of bank operations, new accounts, both consumer and business entities.
  • Knowledge of cash management/treasury management products and services a plus.
  • Excellent interpersonal communication skills, both written and verbal.
  • Ability to work independently as well as in a team environment.
  • Computer literacy in Word and Excel.
  • Attention to detail, organization, and prioritization skills.
Additional Comments

River City Bank is an Affirmative Action and Equal Opportunity Employer with a commitment to diversity. Individuals seeking employment at River City Bank are considered without regards to ancestry, age, color, physical or mental disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, race, religion, sex, sexual orientation, protected veteran/military status, or any other consideration made unlawful by federal, state, or local laws.



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