Relationship Specialist - San Diego, CA

Only for registered members San Diego, CA , United States

1 month ago

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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.
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  • Sets up processes and monitors documents and files for package completion to meet specifications.
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  • Maintains files with required documentation for third-party review and prepares files for timely audits.
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  • Analyzes property and liability insurance to ensure compliance with bank policy.
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    Licencia de trabajo: El puesto no permite trabajar remotamente.
    Herramientas utilizadas:
    No especificado
    Otros detalles:
    No especificado
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