Client Specialist

About the role

This position provides clerical support to commercial banking operations, assisting Relationship Managers with client account management and operational needs. It involves supporting loan processing, maintaining client portfolios, opening and servicing depository accounts, and coordinating responses across departments. The role includes processing payments, draws, and paydowns, as well as communicating with clients and external professionals to ensure smooth account and loan management.

Responsibilities

• Assist Commercial Relationship Managers with client operational needs and account maintenance.
• Support loan and deposit account processing, including opening, servicing, and routine maintenance.
• Coordinate with internal departments and external professionals for loan due diligence and documentation.
• Process payments, overdrafts, and credit line transactions.
• Extract, analyze, and report data using tools like Power BI, Excel, and Salesforce.
• Ensure compliance with banking policies and regulations, including OFAC and Beneficial Ownership.

Qualifications

• High school diploma or GED with 2-4 years of relevant experience or equivalent.
• Proficiency in MS Office Suite and data visualization tools.