Client Services Team Lead

ServisFirst Bank•Virginia Beach, VA

About The Position

The Client Services Team Lead is responsible maintaining and servicing an existing portfolio. Assignments vary based upon the current needs and preferences of the lending staff. The incumbent will: Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business Respond to client phone calls, inquiries and requests regarding accounts within 24 hours Promote and cross-sell other products and services as appropriate to client requirements Prepare and compile client information to open new accounts Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes Prepare loan memos and documents to submit for loan approval and signature Ensure completeness and accuracy of loan documentation Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs Handle client requests including but not limited to ordering checks, stop payments, ordering debit cards, ACH transactions, online banking, transaction disputes and remote deposits Answer client inquiries such as account balances and address changes as well as conduct account research to solve problems Prepare and approve wire request forms for clients and submit to the wire department Call clients on past due accounts to request payments Determine if bank will cover checks with insufficient funds or return Perform personnel actions including performance evaluations, disciplinary actions and interviewing candidates for employment as applicable Supervise direct reports and provide necessary training as applicable Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Requirements

High School diploma or equivalent
Minimum ten (10) years’ related banking or financial services experience required
Minimum five (5) years’ experience working with customers to research and resolve issues and provide follow-up as needed
Excellent written and verbal communication skills
Experience using Microsoft Outlook, Word and Excel
Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar
Experience working independently
Excellent organizational skills and ability to multi-task

Responsibilities

Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
Promote and cross-sell other products and services as appropriate to client requirements
Prepare and compile client information to open new accounts
Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
Prepare loan memos and documents to submit for loan approval and signature
Ensure completeness and accuracy of loan documentation
Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
Handle client requests including but not limited to ordering checks, stop payments, ordering debit cards, ACH transactions, online banking, transaction disputes and remote deposits
Answer client inquiries such as account balances and address changes as well as conduct account research to solve problems
Prepare and approve wire request forms for clients and submit to the wire department
Call clients on past due accounts to request payments
Determine if bank will cover checks with insufficient funds or return
Perform personnel actions including performance evaluations, disciplinary actions and interviewing candidates for employment as applicable
Supervise direct reports and provide necessary training as applicable
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies