Relationship Liaison

Boston, MA

Posted: 12/14/2018 Employment Type: Direct Hire Specialty: Office Services Job Number: 82656

A top bank in Boston, MA is seeking a Relationship Liaison to join their team. As the Relationship Liaison, you will support 12 banking professionals. This position offers great professional growth as well as a wide range of performance based career development opportunities for talented professionals. Apply today!

Responsibilities for the Relationship Liaison:
  • Provide customer support by servicing the needs of existing and prospective customers, ensuring efficient delivery of superior customer service
  • Assist with the administration of Commercial products and services and with the resolution of operational problems
  • Escalate problem situations to Commercial Support Team Supervisor
  • Act as the liaison between the customer and the Relationship Manager, responding to questions and resolving problems by coordinating with internal partners
  • Coordinate the loan closing process to ensure that all necessary documentation is efficiently and accurately prepared and collected
  • Complete loan fee workbook as required to ensure that all associated loan fees are collected and processed in a timely manner
  • Following loan closing, ensure that loan documentation is submitted according to procedures and is accurately reflected on the bank-wide systems
  • Work in conjunction with the Relationship Data Administrator team to maintain the regional closing calendar
  • Maintain commercial customer records, both paper and electronic versions
  • Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries
  • Assist commercial customers with deposit and loan servicing needs
  • Monitor bank reports for discrepancies and take appropriate action based on the nature of the issue
  • Coordinate the clearance of delinquent documents and other exceptions with appropriate areas
  • Review and approve overdrafts up to established limit; research and resolve overdrafts with customer
Requirements for the Relationship Liaison:
  • Associate’ s Degree
  • 1+ years of customer service experience in Banking Operations, Retail or Credit
  • In lieu of a degree, minimum of 3 years higher education and/or work experience including 1 year customer service experience in Banking Operations, Retail or Credit
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                     

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