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Ameris Bank · 7 hours ago

Senior Commercial Banking Specialist

Ocala, FL

Full-time

Onsite

Senior Level

5+ years exp

Ameris Bank is a purpose-driven company dedicated to bringing financial peace of mind to communities. The Senior Commercial Banking Specialist is responsible for performing advanced administrative functions to support commercial banking activities, optimizing relationship management, and ensuring compliance and collections procedures.

BankingFinanceFinancial ServicesMortgage

Responsibilities

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities

Maintains electronic records and prepares transactions in Customer Relationship Management software

Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements and other relevant data

Reviews customer and prospect financials and other relevant data to identify discrepancies and inconsistencies; follows through to verify accurate information and resolve issues

Monitors reports to identify maturing and delinquent accounts

Administers renewal processes and performs collections procedures for assigned customer portfolio

Maintains records and obtains documentation in compliance with internal controls, operational procedures and risk management policies

Identifies business development and cross-sell opportunities and makes referrals

Drafts letters and agreements

Reviews the work of Commercial Banking Specialists; provides assistance and training to team members

Maintains knowledge of banking products, programs, services and promotions

Facilitates loan approval processes; prepares documents for the Officer Loan Committee

Monitors the customer experience by assessing customer feedback, identifying opportunities for improvement, researching and resolving complex problems to ensure customer service excellence

Facilitates prospecting and marketing efforts by developing materials, scheduling and coordinating meetings and events

Serves as a liaison with clients, internal and external contacts to facilitate communication and assist with loan closing and account opening processes

Works to understand the root causes of complex customer service issues. Identifies and implements resolutions

May accompany Commercial Relationship Managers on meetings and appointments to assist with relationship management and support account opening or loan closing processes

Qualification

Banking policies knowledgeCustomer Relationship ManagementLeadershipMentoringMicrosoft Office proficiencyBanking compliance experienceCustomer service commitmentAnalytical skillsOrganizational skillsCommunication skills

Required

High school diploma or GED required

5 or more years of experience as a Commercial Banking Specialist or equivalent position

Computer and Microsoft Office proficiency

Demonstrates leadership skillset with ability to coach and mentor

Thorough knowledge of banking policies, procedures, products and services

Able to effectively and persuasively express self, using language and grammar in a professional manner

Able to plan, schedule and organize professional schedule to achieve goals within or ahead of established time frames

Able to provide a high level of interactive service to others, building relationships and addressing identified needs

Demonstrates commitment to quality customer service and ability to meet or exceed service goals

Able to analyze and record detailed information and produce accurate, high quality work products

Able to research, analyze, identify viable options, draw sound conclusions, present findings and make thoughtful recommendations considering overall risk and short-term and long-term impact