Wholesale Relationship Specialist IV

The Relationship Specialist IV is responsible for a variety of commercial banking support activities, including interacting with clients, collaborating with Wholesale Banking Relationship Managers, and implementing client relationship management tasks to ensure a high-quality banking experience.

Requirements

• High school diploma or equivalent, college degree preferred
• Seven plus years of wholesale or consumer banking or industry related experience required
• Three plus years of commercial loan and deposit experience required
• Exceptional customer service and problem-solving proficiency
• Superior time management
• Excellent oral, written, and interpersonal communication
• Very organized and detail oriented
• Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
• Expert proficiency in reading and interpreting UCC lien and judgment search results
• Ability to prioritize and manage multiple priorities
• Flexible, able to adapt to change
• Ability to work independently as well as within a team environment
• Outstanding analytical skills
• First-rate computer skills relevant to Microsoft 365 Suite
• Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
• Strong working knowledge of business deposit accounts
• Extensive and strong working knowledge of banking software programs
• Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
• Management and mentor experience are beneficial.

Benefits

• Comprehensive benefits package
• Incentive compensation plan
• Discretionary profit sharing bonus program