Private Client Loan Specialist I
This position will support the Private Bankers and clients within the Private Banking group.
Responsibilities will include but are not limited to:
Ā Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
Ā Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
Ā Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
Ā Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
Ā Process all loan wire and transfer requests.
Ā Perform miscellaneous job related duties as assigned.
Position Requirements:
Ā Minimum of one year of prior retail banking experience
Ā General knowledge of bank services, products, and loans
Ā Excellent client-service skills, including oral and written communication
Ā Entrepreneurial, ownership-oriented mindset
Ā Attention to detail and strong organizational skills
Ā Ability to work effectively as a team member and with customers
Ā Strong analytical and problem solving skills, and the ability to derive innovative solutions
Ā Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
Ā Strong work ethic and high integrity
Ā Strong computer skills
Ā Friendly, outgoing, assertive, confident, and enthusiastic personality
Apply Now
Responsibilities will include but are not limited to:
Ā Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
Ā Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
Ā Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
Ā Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
Ā Process all loan wire and transfer requests.
Ā Perform miscellaneous job related duties as assigned.
Position Requirements:
Ā Minimum of one year of prior retail banking experience
Ā General knowledge of bank services, products, and loans
Ā Excellent client-service skills, including oral and written communication
Ā Entrepreneurial, ownership-oriented mindset
Ā Attention to detail and strong organizational skills
Ā Ability to work effectively as a team member and with customers
Ā Strong analytical and problem solving skills, and the ability to derive innovative solutions
Ā Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
Ā Strong work ethic and high integrity
Ā Strong computer skills
Ā Friendly, outgoing, assertive, confident, and enthusiastic personality
Apply Now