Client Services Coordinator - Business Banking

Stock Yards Bank & Trust•Louisville, KY

4d•Onsite

About The Position

The Client Services Coordinator I is responsible for the daily management of assigned portfolios, including all new and outstanding relationships. This role serves as the primary contact for existing clients and supports the commercial, business banking, and private banking departments. The position requires effective communication, administrative support, and a strong understanding of banking procedures and loan documentation.

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.

Nice To Haves

College Degree preferred.

Responsibilities

Daily management of assigned portfolios including all new and outstanding relationships.
Serve as primary contact for existing clients.
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.
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.