Relationship Support Specialist

The Relationship Support Specialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialist supports basic lending and deposit functions, assists Relationship Assistant’s with daily client needs, and ensures smooth coordination across internal departments.

Essential Functions:

Client Service & Communication

• Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries.
• Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers.
• Supports Relationship Managers with servicing requests, account questions, and onboarding needs.
• Maintains a professional, positive, and customer-focused approach in all interactions.

Loan Support & Documentation

• Assists in gathering required documentation for new loans, renewals, and extensions.
• Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers.
• Requests documents from internal departments and ensures they are completed and routed appropriately.
• Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials.
• Organizes and maintains electronic and physical loan files to support accurate recordkeeping.

Operational Support

• Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence.
• Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup.
• Prepares new account packages for commercial and consumer clients.
• Assists with compiling reports related to loan and deposit activity.
• Supports Relationship Managers during absences by helping address routine customer requests within assigned authority.

Cross-Department Coordination

• Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs.
• Develops working knowledge of commercial banking products and services to support client onboarding and service requests.
• Follows bank policies, procedures, and compliance requirements in all daily tasks.

Additional Responsibilities

• Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals.
• Supports team goals, contributes to a positive work environment, and completes special projects as assigned.
• Performs all other duties as assigned.

Education & Experience Requirements

• High school diploma or GED required; college coursework or degree preferred.
• 1–3 years of banking, financial services, or retail banking experience preferred.
• Strong customer service skills with the ability to communicate effectively in person, by phone, and via email.
• Basic understanding of bank products and services; interest in learning Commercial Banking.
• Proficiency with Microsoft Office and ability to learn banking systems quickly.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks.
• Solid math skills and ability to perform standard calculations.
• Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group.
• Valid driver’s license and reliable transportation if job duties require travel.