Private Banking Client Specialist

Private Banking Client Specialist

Location:

On site at location listed in job posting.

• 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 private wealth client overdrafts
• Approve and process private wealth clients' withdrawals on lines of credit
• Assist in ordering appraisals, flood determinations, UCCs 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, Laser Pro, 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 deposit operations to ensure satisfactory on‑going monitoring of depository/Treasury Management accounts/services to 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

• High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
• Working knowledge of MS Office Suite

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More –

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.