Commercial Client Service Associate I-II

As a Commercial Client Service Associate you will interact, support and build relationships with a variety of internal and external clients. This is the perfect opportunity to become acquainted with our Commercial Banking products and services. A drive to succeed, desire to learn new skills, an affinity for numbers and a passion for providing excellent customer service are keys to success. 

Essential Functions

• Solve problems in a timely and accurate manner, handling urgent and confidential matters in a mature, professional manner to ensure continued goodwill.
• Provide RMs and ARMs with prompt, timely and accurate information as needed to support client relationships and the overall goals of the department and bank.
• May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis.
• As needed, provide information on all bank services, providing seamless referrals, service and follow-through to clients.
• Maintain orderly, thorough, and accurate information files on current and potential customers.
• Provide officers phone support by accepting and giving out pertinent information, finalizing calls, where appropriate.
• Maintain activity/tracking files for each officer to ensure proper receipt of information required to maintain portfolios in a current status. (Items may include financial statements, borrowing base reports, deeds, etc.)
• Organize and prioritize daily workflow in order of importance. Work within generally established guidelines known as “Best Practices” which defines the most efficient way to conduct specific processes.
• May make overdraft, service charge waivers, or other assigned decisions on client accounts in officers’ absence.
• Act as liaison between assigned business unit and other product areas of the bank.
• As applicable, prepare requests for new and renewal note and documentation packages as directed by officers, following through to closing until file is complete. May assist with or perform rudimentary financial analysis as directed by officer or senior support personnel.
• Work with accounting and other administrative computer systems for research, report generation and check generation.
• Will be responsible for commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and financial tracking. May also close new or renewed loans, occasionally at the client’s place of business.
• Prepare applicable portions of Credit Authorizations on current clients for lending relationships. Provide transcription of comments, letters, memos, waivers and Credit Authorizations

Qualifications

• Accurate keyboarding skills and extensive knowledge of business software programs, including word processing (Microsoft Word), spreadsheet (MS Excel) and database (Access) applications.
• Effective time management and ability to prioritize workflow.
• Strong interpersonal skills to work collaboratively with diverse groups of people and in a team environment.
• Knowledge of bank products and services
  • Knowledge of business unit’s functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, or private banking.
  • Specific knowledge of various documentation (Deeds of Trust, Mortgages, Notes, Guarantees, etc) may also be required.

Client Service Associate I
Serves as the entry-level support position within the business unit team. Provides support to the RM, ARM and/or the Commerical Client Service Associate II. Provides support for smaller and/or less complex relationships. Requires applicable office support work experience. Working knowledge of financial institutions desired Incumbents at this level typically have 2-4 years of banking related applicable experience.

Client Service Associate II
Provides direct support to RMs and ARMs. May train and/or mentor Commerical Client Service Associate I. Provides direct, professional contact with clients, working on larger, more complex accounts, and maintaining intimate knowledge of existing client base. Requires advanced financial operations support experience and in-depth knowledge of financial services and banking procedures. Strong knowledge of bank products and services required. Incumbents at this level typically have 4-8 years of banking related applicable experience.

What our culture can offer you:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Re