Senior Banking Relationship Specialist

TowneBank; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

TowneBank in Charlotte, NC is seeking a Relationship Specialist II to assist Commercial Lenders and Private Banking Officers in business development activities. You will coordinate the team’s efforts to deliver excellent service to members and support loan and deposit operations.

In this role, you will handle debt summaries, loan payoff quotes, transfers, wires, and account openings while ensuring compliance with AML/BSA and bank policies.

Qualifications

• Strong work ethic and high ethical standards.
• Knowledge of commercial loan requirements and processes.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office.
• Strong verbal and written communication skills.
• Team-oriented with initiative.
• Ability to listen and resolve member issues.
• Able to multitask daily and learn new processes.
• Able to learn new product information and promote benefits to members.

Responsibilities

• Provide excellent service to members and bankers.
• Prepare Debt Summary if applicable and loan payoff quotes.
• Process loan payoff checks and prepare necessary tickets.
• Monitor weekly past-due payments and update Officers.
• Prepare LCA and set up automatic loan payments and requests.
• Open accounts and manage deposits, transfers, wires and stop payments.
• Coordinate needs of members with appropriate departments and follow up.
• Adhere to AML/BSA and regulatory requirements; assist with sales calls.
• Meet with Officers weekly to manage business development.

Skills

Strong work ethic

Commercial loan knowledge

Independent & team work

Microsoft Office proficiency

Verbal and written communication

Team collaboration

Multitasking

Quick learner

Product knowledge promotion

Tools

Insight

Power BI

BPI

UN/FY

Job description

TowneBank in Charlotte, NC is seeking a Relationship Specialist II to assist Commercial Lenders and Private Banking Officers in business development activities. You will coordinate the team’s efforts to deliver excellent service to members and support loan and deposit operations.

In this role, you will handle debt summaries, loan payoff quotes, transfers, wires, and account openings while ensuring compliance with AML/BSA and bank policies.