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Commercial Banking Portfolio Manager
4 weeks ago
River City Bank is seeking a highly skilled Commercial Banking Relationship Specialist to support the Commercial Banking Relationship Managers in the efficient management of the Bank\u2019s commercial banking portfolio. This role 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, and updating signature cards.
- Maintain a comprehensive knowledge of the Bank\u2019s 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\u2019s regulations and ensure compliance with Federal and State regulations, and Bank policies and procedures.
- 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.
River City Bank is an Affirmative Action and Equal Opportunity Employer with a commitment to diversity. We consider individuals 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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