Relationship Specialist - San Diego, CA
1 month ago

Job summary
The Relationship Specialist acts as a liaison with customers during all phases of onboarding a new banking relationship and manages existing customer relationships on an ongoing basis.
Responsibilities
- Acts as a liaison with customers during all phases of onboarding a new banking relationship. ,
- Sets up processes and monitors documents and files for package completion to meet specifications. ,
- Maintains files with required documentation for third-party review and prepares files for timely audits. ,
- Analyzes property and liability insurance to ensure compliance with bank policy. ,
Licencia de trabajo: El puesto no permite trabajar remotamente.
Herramientas utilizadas:
No especificado
Otros detalles:
No especificado
Job description
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