Client Support Professional
About The Position
The Client Service Professional provides high touch support to commercial clients, ensuring exceptional customer experience, by serving as a liaison between internal contacts such as Loan Ops, Treasury Management and Deposit Operations. This role provides administrative support for a team of Lenders with standard portfolios within a specific market. The professional will process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans. They will also troubleshoot and investigate customer issues, onboard new clients, and support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects. Ensuring all regulatory and compliance requirements are met is also a key responsibility.
Requirements
- Minimum 3-5 years’ banking experience with strong knowledge of account opening, commercial loan servicing a plus
- Exceptional customer service skills
- Strong verbal and written communication skills
- High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
- Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
- Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
Nice To Haves
- commercial loan servicing a plus
- familiarity with FIS, Salesforce, and/or ACBS a plus
Responsibilities
- Provide administrative support for a team of Lenders with standard portfolios within a specific market
- Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
- Troubleshoot and investigate customer issues and onboard new clients
- Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
- Ensure all regulatory and compliance requirements are met
Benefits
- Medical Insurance
- Dental
- Vision
- Life insurance
- Accidental death and dismemberment
- Short-term and long-term Disability Insurance
- Parental Leave
- Employee Assistance Program (EAP)
- Traditional and Roth 401(k) with company match
- Flexible Spending Account (FSA)
- Employee Stock Purchase Plan at 5% discount
- Critical Illness Insurance
- Accident Insurance
- Transportation and Commuting Benefits
- Banking Benefits
- Pet Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
