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