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Client Relationship Associate

Westerville, Ohio

Job Description:

The Client Relationship Associate (CRA) is a member of the Practice Solutions team and works closely with the Regional and Portfolio Business Development Officer’s

The CRA will be expected to

  • Primary Coverage Officer (PCO) for the Regional and Portfolio Business Development Officer’s (BDO) portfolio
  • Responsible for overall health of existing client relationship in their assigned portfolios
  • Conduct client relationship support activities for assigned portfolio. Support the retention and management of the portfolio.
  • Client on-boarding for new credit clients. Client outreach expected for introduction call and ongoing relationship support
  • Supports assigned portfolio with Commercial credit renewals, loan modifications, collateral modifications, balloon maturities, and retention
  • Addressing KYC Issues escalated by Business Controls
  • Sales referral sent to Practice Banking Group or Regional/Portfolio BDO
  • Primary liaison with internal partners (Customer Service, Monitoring, Overdraft teams) for the Regional/Portfolio BDO’s portfolio
  • Loan product maintenance: Fee refunds, hold releases, life insurance, term questions, collateral releases, ACH set up/adjustments

Required Skills:

  • PC Proficient in Office Suite: Excel, PowerPoint and Word - Ability to operate in a phone based sales environment
  • Excellent written and verbal communication skills
  • Familiarity with bank products, services operations, systems, policies, procedures for business/corporate clients   
  • Strong client focus/direct client contact experience, excellent interpersonal skills

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-24000472

Manages People: No

Travel: No

Street Address

Primary Location:
600 N Cleveland Ave, OH, Westerville, 43082