Business Banking Relationship Specialist

Full job description
About Oxford Bank
At Oxford Bank, we are passionate about serving our clients and communities. As a leading provider of sophisticated financial solutions, we are committed to providing exceptional customer experience in a positive work environment. We have a community-bank feel with the large-bank ability, allowing us to compete with all financial institutions. Delivering tailored solutions for owner-managed businesses is at the heart of our organization.

Team Culture
Meaningful impact comes from working together. Our team is a small and cohesive unit. Even our executives pitch in to help with clients. Our relationships, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected.

As a team, we are deeply connected with our communities and volunteer/participate in worthy causes. We are passionate about the company’s contributions to the markets we serve and the great opportunity we must give back.

Job Summary
Oxford Bank has created a unique approach to the loan process for our Business Banking clients. Each Business Banking client has their own Business Banking Relationship Specialist (BBRS), who serves as their dedicated Project Manager

Business Banking Relationship Specialists play a significant role in our business banking process. This position is a service-minded, production-oriented role with a focus on facilitating proactive communication across internal and external clients. The BBRS will be responsible for establishing clear and consistent expectations to move loans and deposits to the finish line while providing exceptional ongoing service.

The Business Banking Relationship Specialist (BBRS) is the primary role that works alongside Relationship Managers in a collaborative fashion in the generation of new loan and deposit requests, renewals, modifications, or other customer requests within the Bank’s loan origination system. BBRS take the lead to ensure loan requests stay on track by facilitating requirements, documentation, communication with all applicable parties, as well as managing escalations. With BBRS overseeing the complex details of commercial loans, the Relationship Managers are able to be more proactive in sales and keep their focus on bringing new relationships to the bank. The BBRS will develop strong working relationships with the Bank’s external customer base, as well as with internal and external partners.

The BBRS will also support the training and development of other Business Banking Relationship Specialist as needed.

Primary Responsibilities
Responsible for prioritization, process implementation, pipeline management, and customer service in partnership with the Relationship Managers.
Accountable for managing any changes to a loan’s timeline, reprioritizing as needed to move loans efficiently through closing.
Develops and maintains strong relationships with clients to understand their goals and communicate essential information to internal and external partners.
Directly engage existing clients on behalf of the Relationship Manager to gather due diligence in preparation for loan renewals.
Collaborate with internal partners to determine documentation and due-diligence requirements.
Accountable in assisting clients with the completion of forms and providing a thorough explanation of requirements, expectations, and next steps.
Collects, tracks, and saves documentation obtained from clients.
Proactively communicates with clients, internal team members, and external partners regarding documentation and due-diligence progress, issues, and timelines.
Facilitates the resolution of issues or bottlenecks throughout the loan and deposit origination process.
Identifies and recommend process improvement opportunities through providing feedback and having open and honest communication.
Collaborate with internal team members to implement the best practices and process improvements.
Works effectively and adapts to a broad range of workstyles while following internal processes.
Exercises discretion in handling sensitive and confidential information.
Other duties as assigned.
How You’ll Spend Your Time
You’ll serve as the accountability liaison to your loan team, clients, and third-party associates to create efficiency around the loan origination process.
You’ll participate in building relationships with clients to enhance the customer experience.
You’ll facilitate document collection on commercial loan requests to keep projected timelines on track and moving through the process.
You’ll provide input and feedback on the progress of loans, reprioritizing timelines as needed to ensure the appropriate requests lead to maximize production and meet closing objectives and deadlines.
You’ll partner with Treasury Management and other departments to support continued improvement across Oxford Bank’s processes related to commercial loan requests.
Qualifications and Skills
Excellent communication and interpersonal skills.
High level of professionalism and customer–oriented mindset.
Experience using Microsoft Office products.
General knowledge of business lending products, deposit products, and banking services is preferred.
Business Banking team members are proactive, process-oriented, analytical, creative, and highly engaged with their work, their team members, and their internal and external clients. Successful team members are detail-oriented, effective communicators, comfortable with cloud-based technologies, and are successful in handling multiple priorities in a fast-paced and changing environment.
Strong organizational and time management skills.
Strong desire to succeed and willingness to step in where needed.
Ability to work independently and as a team player.
Education and Experience
Bachelor’s degree in business related field is preferred.
2-3 years of prior customer relations or relationship management experience required.
Must have prior experience managing pipeline and complex workloads in a fast-paced environment.
This position will comply with all BSA compliance laws and regulations including the Bank’s BSA policy and procedures.


Additional Information
Department: Business Banking • Reports to: BB Relationship Specialist Group Manager • Travel: No
Classification: Exempt • Employment Type: Full-time • Supervises: None

“Oxford Bank is an equal opportunity employer and is committed to providing equal employment opportunities and an environment free of discrimination and harassment. All employment decisions at Oxford Bank are made without regard to age, race, color, religion, gender, ****** orientation, gender identity, national origin, veteran or disability status.”

United States
Oklahoma
Flint Creek Show on map Get directions