Commercial Servicing Officer

Bank of Hope•Los Angeles, CA

5d•Onsite

About The Position

The Commercial Servicing Officer is a critical role on the Commercial Banking team who will play a crucial role in supporting the delivery of exceptional client experiences, ensure regulatory compliance, contributing to the growth and success of the commercial bank to the relationship managed teams they support. They will collaborate with a team of professionals, as well as colleagues and leaders internal and external for Commercial Banking Group such as Treasury Management, deposit/loan operations, legal, and risk management to ensure a seamless service experience for Commercial Banking clients in the portfolio they support. Responsible for the end-to-end service journey for a portfolio of Commercial Banking clients. Work with the Commercial Servicing team and key support partners to enhance overall service delivery, making suggestions and modifications to the process where appropriate. Provides direct support to a book of clients based on market needs. Respond to all service inquiries from clients, Relationship Managers on behalf of clients or other colleagues at the bank. Assist with providing guidance and troubleshooting treasury management products in support of the service experience for clients. Maintain high levels of quality, leveraging controls and procedures for commercial banking services, potentially including loan and deposit services for clients. Comply with all policies and procedures related to client service activities, reinforcing processes and controls to ensure compliance. Responsible for the application of the know-your-customer process for Commercial Banking, including work with Enterprise Risk to ensure compliance with BSA/AML requirements and regulations. Active participation in onboarding and KYC activities for clients in portfolio including refresh. Work with Relationship Managers to bring full complement of Commercial Banking services to their clients. Reinforce a work environment centered on continuous improvement and service excellence in support of Commercial Banking clients.

Requirements

Bachelor’s Degree (preferably in Finance, Business or Economics)
4+ years experience in commercial banking
Experience with credit analysis, risk management, and loan portfolio management
Proven track record in leadership roles within banking, preferably at a regional level
Must be able to work independently, a motivated and self-directed leader capable of managing a team of professionals
Strong leadership and team management skills
Excellent communication and interpersonal abilities
Proficiency in financial analysis and strategic planning
Ability to build and maintain relationships with clients and stakeholders
Proficient in MS 365 products
Knowledge of standard banking systems, CRM
Knowledge of Banking regulations and compliance standards
Knowledge of Commercial loan products

Nice To Haves

MBA or advanced degree preferred

Responsibilities

Support the delivery of exceptional client experiences.
Ensure regulatory compliance.
Contribute to the growth and success of the commercial bank.
Collaborate with internal and external professionals for Commercial Banking Group (e.g., Treasury Management, deposit/loan operations, legal, risk management).
Manage the end-to-end service journey for a portfolio of Commercial Banking clients.
Enhance overall service delivery by making suggestions and modifications to processes.
Provide direct support to a book of clients.
Respond to all service inquiries from clients, Relationship Managers, or other bank colleagues.
Provide guidance and troubleshooting for treasury management products.
Maintain high levels of quality and leverage controls and procedures for commercial banking services.
Comply with all policies and procedures related to client service activities.
Apply the know-your-customer process for Commercial Banking, ensuring compliance with BSA/AML requirements.
Participate in onboarding and KYC activities for clients.
Work with Relationship Managers to offer a full complement of Commercial Banking services.
Reinforce a work environment centered on continuous improvement and service excellence.