Commercial Banking Relationship Specialist - Military veterans preferred

River City Bank

San Francisco, CA


Description:

The Commercial Banking Relationship Specialist supports 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. As a Commercial Banking Relationship Specialist, you will interact with relationship managers, clients, prospective clients, internal cash management, the executive team, and other departments in the bank.

Essential Functions

Commercial Banking:

1. Responds and interacts with clients via telephone, email or in-person.
2. Assists Relationship Managers with a variety of day-to-day customer service and analytical activities.
3. Opens new accounts, send wires, update signature cards, research and follow up on maintenance requests, new cash management proposals, account reviews and some commercial loan processing.
4. Maintains a comprehensive knowledge of the Bank's products, and identifies appropriate solutions based on client needs.
5. Acts as a liaison with other departments to fulfill the client or Relationship Manager requests.
6. Prioritizes and organizes multiple tasks and emails each day from clients and Relationship Managers.
7. Advises management or Relationship Managers of irregular or reoccurring problems and make recommendations to improve the service provided to the client or internal processes/training.
8. Assists with sales presentations by conducting an analysis of current bank services, recommends solutions and assists with preparing proposals for presentation by the Relationship Manager.
9. Assists with transitioning new clients to the Bank ensuring a smooth process.
10. Maintains knowledge of the Bank's regulations. Ensure compliance with Federal and State regulations, and Bank policies and procedures.
11. Performs other duties as assigned.

Operations:

1. Maintains knowledge of branch operations, bank products and services, and adhere to applicable regulations.
2. Partners with Cash Management to provide operational and technical support for all Cash Management products including, but not limited to, commercial online banking, ACH, online wire transfers, bill pay, Remote/Mobile Deposit Capture, Positive Pay, and business credit/debit cards.
3. Performs other duties as assigned.

• 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. For CA residents please read the Notice at Collection - California before applying. Note: River City Bank does not sponsor applicants for work visas.

NOTE: We are not currently accepting inquiries from recruiters or recruiting agencies. All applications must be submitted directly by the candidates.

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