Private Client Loan Specialist

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.

• 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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