Commercial Relationship Administrator

Are you a multi-tasker looking for a fast-paced work environment? Are you willing to learn new skills to take on more challenging tasks? Do you want your daily work to have a more direct impact on the clients you work with each day without the red tape of a larger organization? Then bring your knowledge, skills and ability to our entrepreneurial community bank and become part of a team.

COMMERCIAL RELATIONSHIP ADMINISTRATOR

Position Summary

The Commercial Relationship Administrator is responsible for opening and onboarding new business deposit accounts, ensuring compliance with banking regulations, and delivering exceptional service to business customers. This role works closely with business owners to identify banking needs, establish new accounts, and recommend appropriate treasury management, cash management, and business banking solutions.

Key Responsibilities

• Open and maintain business checking, savings, money market, and other commercial deposit accounts.
• Review and verify business documentation, including articles of incorporation, operating agreements, EIN verification, and ownership records.
• Ensure compliance with all applicable regulations, including KYC (Know Your Customer), CIP, BSA/AML, and bank policies.
• Assist customers in selecting appropriate business banking products and services.
• Identify opportunities to cross-sell treasury management, merchant services, business credit products, and online banking solutions.
• Process account maintenance requests, including signer changes, address updates, and account modifications.
• Build and maintain relationships with business clients through proactive outreach and follow-up.
• Partner with commercial lenders, treasury management officers, and branch staff to deliver comprehensive banking solutions.
• Resolve customer inquiries and account-related issues in a timely and professional manner.
• Maintain accurate records and documentation within bank systems.

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred.
• 3+ years of banking experience in account opening.
• Knowledge of business account opening procedures and commercial banking products.
• Familiarity with BSA/AML, CIP, KYC, and related regulatory requirements.
• Strong customer service, communication, and relationship-building skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Proficiency in Microsoft Office and banking software systems.

Preferred Skills

• Experience opening complex business accounts for LLCs, corporations, partnerships, and nonprofits.
• Treasury management or cash management experience.
• Sales and referral generation experience.
• Knowledge of commercial lending products and services.

Success Measures

• Number of new business accounts opened.
• Customer satisfaction and retention.
• Compliance and documentation accuracy.
• Deposit growth and product referrals.

Achievement of business banking sales goals.