Client Service Coordinator

Northwest Bank of Rockford•Winnebago, IL

30d•Onsite

About The Position

The Client Service Coordinator serves as a key member of the Commercial Client's team while also providing support for Commercial Bankers. This position serves as the primary service representative for identified Commercial Banking Clients.

Requirements

High school diploma or equivalent required with Bachelor degree preferred.
3 - 5 years in a commercial banking client services role or equivalent; or equivalent combination of education and experience.
Possess valid driver's license, reliable transportation and adequate auto insurance.
To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Customer Service: Champions superior treatment of customers by responding promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments; and manages difficult or emotional customer situations.
Personal Effectiveness/Credibility: Appropriately use technology, interpersonal communication, written presentation to accomplish tasks and collaborate with others. Provide work outcomes that are thorough, timely and accurate.
Organizational: Focus, plan, and prioritize work in a systematic way to complete tasks accurately.
Adaptability: Adapts to change, open to new ideas and responsibilities.
Technical: Working knowledge of core processing systems (Jack Henry CIF 20/20), loan & deposit platforms (LaserPro & OnBoard Deposits disclosures), and Microsoft 365.

Responsibilities

Understands Commercial banking products and services in order to converse knowledgeably and professionally with clients and prospects.
Maintains professional and consistent communication with clients in all written, telephone, and in-person contacts, taking the initiative to resolve clients' requests.
Serves as the Commercial Banking Clients main point of service, providing day to day servicing across all product lines. For complex servicing needs will continue to serve as the main point of contact while navigating Company-wide resources on behalf of the Commercial Client.
Assists in the loan closing process. This includes working with the Banker on all pre-closing due diligence items, ordering loan documents and at all times reviewing documents for accuracy.
Coordinates overdraft decisions and contacts customers that are overdrawn each morning for all commercial accounts serviced by assigned Bankers.
Reviews and follow-up on clients' past due loan accounts.
Works in conjunction with Operations to ensure client's accounts and requests are processed timely and accurately. Handle payments and advances for customers in person, by fax, and by phone.
Follows all approved procedures and practices and is compliant with all applicable regulatory requirements.
Participates in community activities to increase bank visibility and undertake special projects and/or assignments relating to the group and the bank.
Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.