Commercial Client Service Associate Senior
About The Position
The Commercial Client Service Associate Senior provides administrative and operational support to the Commercial Services Team. Within an assigned portfolio, the role helps obtain and review client information and documents to establish commercial deposit accounts and meet compliance requirements. The associate also supports credit renewals and extensions, overdraft and NSF approval processes, client requests, deposit-account servicing, sales and loan closings, and local team operations. The role involves portfolio administration, reporting, quality control, data entry, and maintaining positive relationships with Commercial Services colleagues and business partners.
Requirements
- At least 1 year in a high-volume clerical and administrative support role.
- High school diploma or equivalent.
- Proficient use of Microsoft Office and other internet resources.
- Strong customer service skills; highly motivated, focused, and goal oriented.
- Excellent written and verbal communication skills, including grammar and professional demeanor.
- Strong organizational skills with attention to detail, planning, and follow-up.
- Ability to work independently on multiple tasks without compromising quality.
- Currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for immigration benefits.
Nice To Haves
- Banking experience.
- Confidence, assertiveness, professionalism, and the ability to interact professionally with all levels of the organization.
Responsibilities
- Obtain and review client information and documents needed to establish commercial deposit accounts and meet compliance requirements.
- Assist with renewals and extensions of less complex credits.
- Assist with the management of overdraft and NSF approval processes for time-sensitive decisions.
- Respond to client requests and service deposit accounts.
- Support sales and loan closings by updating pipeline and referral information.
- Assist with compliance requirements and provide light operations support for the local team.
- Assist with or complete tasks related to loan closing and booking, deposit monitoring, funds movement, portfolio administration, reporting, quality control, and data entry.
- Develop and maintain positive relationships with Commercial Services colleagues and business partners through calls, correspondence, and meetings.
- Perform other duties as assigned.
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
- Eligibility to participate in an applicable incentive compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
