Client Specialist

28 Apr 2024

Vacancy expired!

SUMMARY

Provide assistance to the Commercial and Private Banking Relationship Managers

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Provide Commercial Lending Support to Commercial Relationship Managers
  • Review and Fund Loans
  • Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues

  • Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency.
  • Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
  • Authorize payment and fees of commercial client overdrafts
  • Approve and process commercial client’s withdrawals on lines of credit

  • Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
  • Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC

  • Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
  • Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
  • Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
  • Work closely with Bankers, Treasury Management,and depositoperations to ensure satisfactory on-going monitoring ofdepository/Treasury Management accounts/servicesto clients
  • Open new accounts and ensure all required documentation is obtained from the client
  • Process wire requests for clients.
  • Assist other AAs and other departments with administrative support when needed

  • Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

  1. No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  1. High school diploma or GED and 0-3 years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

None required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • ID: #39747676
  • State: Florida Naples 33939 Naples USA
  • City: Naples
  • Salary: TBD
  • Job type: Full Time
  • Showed: 2022-04-28
  • Deadline: 2022-06-24
  • Category: Accounting/finance