Client Service Coordinator II

Description

You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships.

We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other’s raving fans, we reach across titles and organizational structure to encourage one another.

Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible.

Tradition is always in the making; join us in celebrating our roots and being a part of what's next.

The Client Service Coordinator II is responsible for delivering high touch service to internal and external clients in alignment with the Bank's Client Service Standards. Supporting client relationships through a variety of deposit administrative duties and in compliance with established policies and procedures. Client Service Coordinator II assists Relationship Officers and clients throughout the client journey. This role focuses on accurate execution, responsive service, and collaboration with internal partners while developing foundational knowledge and skills to support consistent, caring client experiences that reflect the Bank's purpose to Make Lives Better.

• Client Support: Independently lead clients through multiple stages of the client journey, serving as a primary point of contact for onboarding and ongoing service needs. Enhance the client experience by demonstrating sound judgment, adaptability and a sense of urgency to support client goals. Troubleshoot and resolve a broad range of deposit and cash management inquiries, coordinating with internal partners as necessary.
  
  Effectively manage client inquiries and elevate more complex issues, concerns, or feedback when appropriate to ensure timely resolution and positive outcomes.
• Collaboration: Develops strong partnerships with Relationship Officers to support identification and pursuit of opportunities through thoughtful assessment of clients’ financial service needs. Collaborate independently with multiple bank departments to execute proposals and client solutions within committed timelines. Execute on identified cross sell opportunities both independently and in partnership with the team. Proactively gather and share client feedback and insights to enhance the client experience.
• Loan Coordination: Coordinate loan related administrative activities in support of Relationship Officers, Loan Administration, and clients throughout the loan lifecycle. Partner closely with Loan Administration to complete pre closing due diligence, facilitate timely loan closings, and ensure required loan documentation is accurate, complete, and properly retained in accordance with established policies and regulatory requirements. Support client and internal inquiries related to loan processes, elevate issues as appropriate, and maintain a strong sense of urgency to promote timely execution and positive client outcomes.
• Product and Services: Maintain a strong general knowledge of TCB's depository products and services and apply that knowledge to assess client needs, suggest appropriate solutions, and guide clients through available financial service options. Confidently support product related discussions and coordinate with internal partners to ensure solutions are executed accurately and timely.
• Documentation: Independently prepares, reviews and executes internal and external documentation in response to client requests or proposals, including agreements, account forms, and maintenance requests. Ensure all required documents are accurately completed, properly executed, and retained in compliance with applicable banking regulations, policies, and retention requirements. Identify documentation gaps or issues and proactively coordinate resolution with internal partners to support timely and compliant client outcomes.

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