Commercial Relationship Specialist

Jobtailor; Johnson City (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor in Johnson City, TN seeks an organized banking support specialist to assist relationship managers and service Commercial Banking clients. You will handle daily client support, coordinate loan workflows, and prepare reporting across 360/OneView systems.

The ideal candidate has a Bachelor's degree with banking or client support experience and strong verbal/written communication. Proficiency in MS Office is required, with potential for growth into a higher level role based on

Qualifications

• Bachelor's degree and two years banking or client support experience
• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Advanced verbal, written communication, and organizational skills
• Advanced work ethic and self-motivation
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• College degree preferred
• This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience

Responsibilities

• Assist Relationship Manager(s) with daily support activities related to client relationships
• Act as a point of contact for Commercial Banking clients for servicing requests
• Attend weekly meetings to discuss renewals, pipeline items, servicing requests, and reports
• Provide 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitate credit application workflows, collect client financial information, submit facility applications, and manage loan workflows through closing
• Manage post-closing tickler requirements and exception citations
• Manage loan maturity pipelines and ensure timely renewal approval and closing
• Liaise between Credit Products and the Commercial Team during underwriting and loan fulfillment
• Manage field due diligence requirements
• Support marketing requests, client and prospect presentations, and prospect information files
• Open new deposit products for clients
• Partner with Treasury Management to onboard clients and provide servicing guidance
• Maintain data integrity for relationship team client accounts
• Maintain OneView administrative data, client records, pipeline reports, and prospect/COI records
• Organize client records in the Relationship Grouping Application for accurate 360 reporting
• Support specialized Commercial Banking segments including GIB, SBA, AG, and Capital Markets
• Perform miscellaneous administrative tasks and potentially mentor new associates

Skills

Client Relationship Management

Loan Workflow Management

Data Integrity Maintenance

Verbal Communication

Written Communication

Microsoft Office Proficiency

Education

Bachelor's Degree

High School Diploma or GED

Tools

OneView

Relationship Grouping Application

Job description

• Assist Relationship Manager(s) with daily support activities related to client relationships
• Act as a point of contact for Commercial Banking clients for servicing requests
• Attend weekly meetings to discuss renewals, pipeline items, servicing requests, and reports
• Provide 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitate credit application workflows, collect client financial information, submit facility applications, and manage loan workflows through closing
• Manage post-closing tickler requirements and exception citations
• Manage loan maturity pipelines and ensure timely renewal approval and closing
• Liaise between Credit Products and the Commercial Team during underwriting and loan fulfillment
• Manage field due diligence requirements
• Support marketing requests, client and prospect presentations, and prospect information files
• Open new deposit products for clients
• Partner with Treasury Management to onboard clients and provide servicing guidance
• Maintain data integrity for relationship team client accounts
• Maintain OneView administrative data, client records, pipeline reports, and prospect/COI records
• Organize client records in the Relationship Grouping Application for accurate 360 reporting
• Support specialized Commercial Banking segments including GIB, SBA, AG, and Capital Markets
• Perform miscellaneous administrative tasks and potentially mentor new associates

Requirements

• Bachelor's degree and two (2) years of banking or client support experience OR High School Diploma or GED and three (3) years of general banking experience
• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Advanced verbal, written communication, and organizational skills
• Advanced work ethic and self-motivation
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• College degree preferred
• This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience

Core Competencies

Demonstrates expertise in client relationship management, loan workflow management, and data integrity maintenance within Commercial Banking. Proficient in utilizing Microsoft Office for reporting and communication, while effectively collaborating with internal partners.

Highest-signal resume keywords

• Client Relationship Management
• Loan Workflow Management
• Data Integrity Maintenance
• Microsoft Office Proficiency
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Client Support Experience
• Loan Closing Management
• Credit Application Workflows
• Financial Information Collection
• Reporting and Analysis

Soft Skills

• Organizational Skills
• Self-Motivation
• Verbal Communication
• Written Communication

Certifications & Qualifications

• Bachelor's Degree
• High School Diploma or GED

Industry Keywords

• Commercial Banking
• Treasury Management
• GIB
• SBA
• AG
• Capital Markets

Tools & Technologies

• OneView
• Relationship Grouping Application