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Blue Ridge Bank · 1 month ago

Client Relationship Specialist

Richmond,VA,US

Full-time

Onsite

New Grad, Entry Level

Blue Ridge Bank is a locally owned independent community bank with a commitment to providing excellent customer service. The Client Relationship Specialist role focuses on delivering comprehensive customer service, managing client portfolios, and supporting commercial bankers in the Central Virginia Market.

BankingBookkeeping and PayrollFinanceFinancial Services

Comp. & Benefits

Responsibilities

Deliver excellent customer service through being responsive and communicating effectively

Assist clients and prospects by providing information and prompt solutions as necessary

Establish and maintain effective internal/external working relationships as required by specific job duties

Receive and process incoming customer requests for advances, paydowns, transfers and wires

Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities

Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed

Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients

Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files

Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways

Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations

Prepare documents, forms and communications with accuracy and attention to detail

Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct

Understand and uphold internal policies, standards, procedures and practices to the assigned function

Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.)

Qualification

Customer service experienceVerbalWritten communicationMicrosoft Office proficiencyLoan documentationBuilding internal partnershipsFinancial data reviewCRM sales tools familiarity