Private Banking - Client Services Coordinator

Stock Yards Bank & Trust • Louisville, KY

1d • Onsite

About The Position

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

Requirements

• High School Diploma or GED Equivalent
• 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
• 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
• Notary license

Nice To Haves

• College Degree preferred

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
• Assist in organizing departmental events as needed
• Other duties as assigned

Benefits

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED