Senior Client Relationship Associate

ServisFirst Bank • Virginia Beach, VA

1d • Onsite

About The Position

The Senior Client Relationship Associate provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources, and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (e.g., some officers manage their own calendars, some delegate to an assistant). The incumbent will perform duties in several key areas, including responding to inquiries, coordinating responses, advising officers on client requests, scheduling events, preparing reports, reserving resources, interacting with clients and vendors, examining documents for completeness, preparing loan packages, and ensuring compliance with regulations and policies. Reasonable accommodation may be made for qualified associates/applicants with disabilities to perform essential functions. Additional duties may be assigned.

Requirements

• High school diploma or equivalent
• Administrative experience
• Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience coordinating shared resources and working successfully with team members
• Knowledge of loan documents, approval process and general Bank policies and procedures
• Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

Nice To Haves

• Some college preferred
• Financial services environment preferred

Responsibilities

• Respond to telephone and email inquiries on behalf of the officer
• Coordinate responses among multiple parties as needed, serving as a single point of contact
• Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
• Schedule events such as meetings, conferences, sales appointments, etc.
• Prepare reports and distribute as appropriate
• Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of officer
• Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
• Examine documents to identify missing, incomplete or inconsistent information such as signatures, notarization, initials, terms, etc.
• Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED