Relationship Specialist Job Description

Relationship Specialist Job Description

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Relationship specialist provides daily guidance to the department in the areas of deposits and account servicing including Treasury Management products/services.

Relationship Specialist Duties & Responsibilities

To write an effective relationship specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Assist the practice on maximizing the performance of the practice relative to the performance based outcomes in their program addendum
Assist the Director and Manager in practice recruitment to grow the programs, achieve divisional goals and for practice transformation
Work collaboratively to facilitate communications, prioritize quality improvement efforts, coordinate data transfer and reports, and provide information and education
Establish strong, solid relationships with the practices, transformation coach, and internal staff that support the programs
Coordinate end to end activities associated with an in person / web workshop
Support of the RFP process
Assistance with pricing
Global contract negotiations (Global Framework Agreement & Local Country Agreements) ongoing contract management
Work with the lead region or sales channel in the development of an account plan / strategy
Project rollout

Relationship Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Relationship Specialist

List any licenses or certifications required by the position: ITIL, NHA

Education for Relationship Specialist

Typically a job would require a certain level of education.

Employers hiring for the relationship specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Associates, Business, Education, Finance, Marketing, Business/Administration, Management, Graduate, Financial Services, Economics

Skills for Relationship Specialist

Desired skills for relationship specialist include:

GLB and Member Financial Privacy
NCUSIF
Regulation CC and funds availability
Truth in Savings
US Patriot Act
Bank Secrecy Act
Wholesale operations
Branch depository and account maintenance functions
Credit servicing and documentation
Treasury management products

Desired experience for relationship specialist includes:

College degree in Advertising or Marketing or at least two years relevant sales experience required
Proficient with computers, Word, Excel, PowerPoint
Strong customer service, phone, sales skill and initiative
Must maintain a valid Ohio Driver’s License and state required liability insurance
Assistance with quarterly reviews
Assistance with the management of the global sales process and customer satisfaction

Relationship Specialist Examples

1

Relationship Specialist Job Description

Job Description Example
Our company is looking to fill the role of relationship specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship specialist
  • Monitoring and promoting Quality On-Time delivery of orders in territory through daily, weekly, & monthly performance reviews and coaching with shops
  • Ensuring all shop deliveries are properly branded with approved packaging materials
  • Reviewing order volume projections and delivery capacity with fruit shops to ensure that they are adequately stocked and staffed in anticipation of a peak demand season
  • Tracking all fruit shop interactions via contact management tool (CRM)
  • Collaborate with Regional Manager and or Branch Manager to develop and to implement customer centric strategic marketing plans
  • Generate new business through prospecting, outside calling, networking, and referrals
  • Achieve quarterly/annual goals through business generation of C&I, CRE, Multifamily, Mortgages, SBA, Treasury Management, Deposit, Investment, Cross-Border and other commercial and consumer products offered through East West Bank
  • Maintain and apply a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
  • Actively participate in local and regional business functions
  • Coordinate and organize targeted campaigns and events
Qualifications for relationship specialist
  • Any other duties as assigned by Direct Supervisor
  • Perform regular business reviews
  • Intermediate level in Microsoft Office products (Word, PowerPoint, Excel)
  • Primary point of contact for customer
  • Provide solutions, develop pricing and provides original/revised job requirements to the platform
  • Assist in the implementation and execution of products and services
2

Relationship Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a relationship specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship specialist
  • Help plan, organize, and follow up on executive or conference deliverables
  • Help develop presentations, ie
  • Monitoring and updating various internal systems, tracking UCC filings, insurance, final title policies, and statement letters
  • Servicing customers by providing detailed information on specific accounts and building rapport
  • Researching and resolving problems regarding service activities and operational issues specific to deposit account and credit relationships
  • Cross sells bank products and services including referring customers to appropriate personnel
  • Maintaining up to date knowledge of products, services, departmental systems and related technology, policies and procedures
  • Duties also include, answering customer calls and filing
  • Deliver service to both internal and external customers while developing and expanding relationships
  • Responsible, as first line of service, to prioritize and research a wide range of problems and provide customers with resolution in an expedited manner
Qualifications for relationship specialist
  • Commercial deposit and credit products knowledge and experience
  • Maintain up to date knowledge on commercial products, services, departmental systems and related technology, policies and procedures
  • Work closely with sales partners to identify possible cross sell opportunities
  • Understanding of banking and commercial product knowledge, payments and depository systems
  • Very strong interpersonal skills with high energy and a passion for service
  • Exceptional organizational skills and the ability to work on numerous tasks simultaneously
3

Relationship Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a relationship specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship specialist
  • Assist in providing reports on spend, internal vs
  • Advanced case management skills incorporating complex case resolution mortgage LTV, Redemption, Offset with the ability to work to an advanced level numeric capability
  • Solving insurance needs for insurance agents, external and internal customers as a Customer Relationship Specialist
  • Creating high quality customer interactions by offering creative solutions which solve customer and agent problems while reducing the customer effort
  • Taking ownership of customer and agent issues and present solutions to solve customer and agent problems
  • Working in a high energy, fast paced environment to provide ease of doing business while delivering high quality and exceptional service
  • Adapting to the specific needs and concerns of customers and agents in order to build strong relationships for their small business needs
  • Demonstrating a sense of ownership for all work with the goal of positively driving business results
  • Demonstrating strong discipline to prioritize and manage workload including balancing the time between calls and processing paper requests
  • Demonstrating a high degree of professionalism in all interactions
Qualifications for relationship specialist
  • Acting as a liaison with other departments to resolve problems
  • Drafts commitment letters
  • Compile approval package for submission to approving / reviewing entity
  • Experience with a loan processing software program
  • Proactive and with good communication & interpersonal skills
  • Bachelor's degree in communications, public relations and/or marketing, or related field
4

Relationship Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship specialist
  • May assist Loan Officers with managing loan portfolios
  • Embody strategies for successful approaches with account management, deliverable management, issue and complaint management resolving escalations
  • Manage and administer indirect material and services programs and suppliers
  • Deliver innovation and continuous improvement cost savings to meet annual objectives
  • Provide analytical support of program improvement opportunities and decision-making
  • Resolve issues with contracts such as pricing and scope discrepancies
  • Manage supplier program implementations, coordinating with Procurement Sourcing to develop and deploy implementation strategies for newly sourced contracts
  • Maintain the event and promotion calendar on a rolling 12-month basis by working with the Relationship Marketing team
  • Create offer matrices and support the planning and budgeting process for events, promotions, and telemarketing programs
  • Effectively identify the difference between play and credit line when sending invites and ensure that top customers are identified and appropriate offers are made
Qualifications for relationship specialist
  • Proficient use of Microsoft Word, Excel, database management
  • Previous cash handling is a plus
  • Intermediate to advanced experience, knowledge and training lending activities, processing and terminology
  • Intermediate skills in personal computer operation, word processing, spreadsheet and loan documentation system software (i.e., Microsoft Word, Excel)
  • Minimum of one year of experience in a Commercial banking environment
  • Understanding of Commercial deposit and credit products
5

Relationship Specialist Job Description

Job Description Example
Our company is hiring for a relationship specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship specialist
  • Organize and report on information regarding events and promotions for competitor properties
  • Support the proofing and offer auditing process for email and direct mail campaigns
  • Support the drop-in approval process for events and promotions when necessary
  • Communicate event and promotional offerings to Casino Marketing team to ensure they have the tools necessary to drive visitation from players
  • Assist management in the development of strategic plans, budgets, forecasts, ad hoc analysis, and the building of financial models as needed
  • Act as a liaison between Financial Planning, Advertising, other Relationship Marketing teams and Special Events Operations team to ensure consistency, full disclosure of information, cross-over events participation, and direction
  • Coordinate project development with Casino Marketing, Special Events, Legal, and Brand Marketing to ensure timelines for invitations and collateral are met
  • During qualifying periods, ensure that data is run and reviewed prior to delivery to Special Events
  • Monitor and respond to guest inquiries sent to the department in a timely manner
  • Assist in proofing direct mail and email campaigns when necessary to ensure accuracy
Qualifications for relationship specialist
  • Candidates must be self motivated and able to change direction in a fast paced environment
  • Advanced knowledge of Excel, knowledge of Microsoft programs
  • This position requires an Undergraduate Degree with a focus in Business or related discipline
  • 3-4 years of required experience in strategic Sourcing/Procurement, and Project and Supplier management
  • Present the BuyMax proposition to specific vendor partner prospects
  • Knowledge of Microsoft Office software is required

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