Client Specialist

Role Overview The position involves supporting bank clients and sales staff through clerical functions and assisting Commercial Relationship Managers with client accounts and loan processing. The role requires managing client relationships, opening and maintaining deposit accounts, and coordinating responses across departments to meet client needs. Key Responsibilities Provide support to Relationship Managers, serving as a primary contact for operational client needs.Assist with maintaining client portfolios, including clearing exceptions and addressing past dues.Help clients with banking products/services such as loans, deposits, and Treasury Management.Process payments, fees, draws, and paydowns on credit lines.Coordinate with professionals for loan due diligence and assist with loan documentation and closings.Extract, analyze, and report data using tools like Power BI, Excel, and Salesforce.Ensure compliance with policies, including OFAC and Beneficial Ownership requirements. Qualifications & Skills High school diploma or GED with 2-4 years of relevant experience or equivalent education.Proficiency in MS Office Suite and familiarity with data visualization and reporting tools.