Private Banking - Client Services Coordinator

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)