Carter Bank Greensboro , NC 27395
Posted 4 days ago
POSITION TITLE: Commercial Support Specialist
FLSA STATUS: Non-Exempt
SUMMARY:
Provide administrative support for the Commercial banking team within the region to ensure a consistent level of customer service for banking clients. Serve as a liaison between Commercial banking customers, Loan Operations, and other areas of the bank, as needed.
ESSENTIAL JOB FUNCTIONS:
Interact with customers to open accounts, completing required paperwork, and security checks; must be familiar with the different sources of primary and secondary identification, and with acceptable and unacceptable forms of identification
Advise customers of products and services, and assist bankers in providing superior customer service
Has the responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) to assist in the identification, detection, and determent of money laundering or other unlawful activities
Manage customer service inquiries and determine proper path to resolution
Work with Commercial customers to provide information, troubleshooting, collect information, and maintain an overall positive customer experience
Manage the loan closing process for the Commercial banking team to ensure accuracy in origination of Commercial loans
Provide analysis and reporting enabling adequate management of the Commercial banking team for the region
Work with Commercial bankers to manage the loan approval process in presentation of prospective and customer credit request packages in accordance with Bank's policy
Onboard, or assist in onboarding, Commercial deposit accounts and Treasury Management services
Work to ensure all customer files are up to date and organized to adhere with loan agreements, bank policy, and regulatory compliance
Handle customer complaints and takes appropriate action to resolve them; responds promptly to customer needs; solicits customer feedback to improve service and responds to requests for service and assistance
Maintains educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions
Regular attendance and punctuality are essential functions of this position
Creates and prepares correspondence, presentation materials, spreadsheets, and reports
Creates confidential and non-routine file systems and maintains them accurately and efficiently
Monitors calls, correspondence, and projects to assure appropriate response in a timely manner
Maintains confidentiality of information with discretion, diplomacy, and professionalism.
Responds to customer questions and monitors or compiles account information as requested
Remains knowledgeable of Bank products and services
JOB REQUIREMENTS:
High school diploma required, Bachelor's degree (B.A.) from four-year college or university preferred, or commensurate banking experience
Attainment of this position may be contingent upon prior experience in the financial services or legal industry
KNOWLEDGE/SKILLS REQUIRED:
Excellent customer service and problem solving skills
Strong verbal and written communication skills
Outstanding organization skills and attention to detail
Ability to perform effectively in fast-paced environment and meet deadlines
Knowledge of Microsoft Office products, especially Word, Excel and PowerPoint
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
Carter Bank