Client Services Retail Coordinator
Listed on 2026-02-08
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Finance & Banking
Banking Operations, Banking & Finance, Bank Customer Service, Risk Manager/Analyst
Overview
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title: Client Services Retail Coordinator
FLSA Status: Exempt
Department: Retail Lending
Hours of Operation: 40 hours a week
Job Summary
Daily management of assigned portfolios including, but not limited to, all new and outstanding relationships that include loans originated from the Retail Banking department. Serve as primary contact for existing clients.
Organizational Duties And Responsibilities- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies
- Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers.
- Complete loan applications in lending software and assist in preparation of approval document.
- Ensure all documents are accurate and ready for closing and comply with bank policy requirements
- Ensure loans are funded according to documentation within the loan package
- Work with retail lenders on any and all banking needs, request or issues
- Communicate effectively with customers, internal and external, either verbally or in writing
- Review all exception reports by notifying clients, vendors or lenders of needed documentation
- Knowledge of the bank’s loan policy and departmental procedures
- Assist in organizing departmental events
- Other duties as assigned
All job functions are performed daily indoors in an office environment using various computer applications
MinimumJob Requirements
Education: High School Diploma or GED Equivalent, College Degree preferred
Experience- Minimum of 1-year recent experience in related field or professional work experience in financial services industry
- Knowledge of basic lending fundamentals
- Communicate effectively through writing and speaking as appropriate for the needs of the audience
- Capability to communicate and collaborate with all levels of management and employees
- Demonstrates active listening skills
- Ability to maintain customer satisfaction and generate positive client relationships
- Efficiently manage time
- Proficient to include Word, Excel and Outlook
- Professional appearance and demeanor
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Primarily sedentary work performed in an office environment
- Ability to sit for extended periods of time while working at a computer
- Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
- Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
- Visual acuity sufficient to read computer screens, printed documents, and financial data
- Occasional standing, walking, bending, or reaching
- Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
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