Private Banking Client Services Coordinator

Compensation

$

Hours Per Week

40

Number Of Positions

1

Job Description

Job Title: Client Services Coordinator I

FLSA Status: Exempt

Department: Private Banking

Hours of Operation: Monday – Friday 40 hours a week

General Job Summary: Daily management of assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients.

Organizational Duties and Responsibilities:

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.

Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

Answer phones and greet customers

Communicate effectively with customers, internal and external, either verbally or in writing

Assist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requests

Partner with all business lines to service customer’s banking needs, such as opening accounts and account maintenance

Identify any cross-selling opportunities

Assist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providers

Knowledge of the bank’s loan policy and departmental procedures

Create customer profiles in lending software and assist in preparation of approval document

Determine appropriate approval authorities required for all loan requests

Ensure all documents are accurate and ready for closing

Close loans in lender’s absence

Fund loans according to documentation within the loan package

Submit closed loans for processing in a timely manner

Manage all exception reports by notifying clients, vendors, or lenders of needed documentation

Submit required, collected financial statements to Credit Analysts for processing

Provide administrative support to the department as needed

Other Functions:

Assist in organizing departmental events as needed

Other duties as assigned

Working Conditions: All job functions are performed daily indoor in an office environment using various computer applications

Minimum Job Requirements:

Education: High School Diploma or GED Equivalent; College Degree preferred

Experience:

Minimum of 1-year recent experience in related field or professional work experience in financial services industry

Knowledge of basic lending fundamentals and loan documentation

Specific Skills:

Communicate effectively through writing and speaking as appropriate for the needs of the audience

Capability to communicate and collaborate with all levels of management and employees

Demonstrates active listening skills

Attentive to detail

Ability to maintain customer satisfaction and generate positive client relationships

Efficiently manage time

Proficiencies to include Word, Excel and Outlook

Professional appearance and demeanor

Licenses: Notary

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primarily sedentary work performed in an office environment

Ability to sit for extended periods of time while working at a computer

Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment

Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person

Visual acuity sufficient to read computer screens, printed documents, and financial data

Occasional standing, walking, bending, or reaching

Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Place of Work

On-site

Requisition ID

93014