Client Specialist II

About the role

This position involves opening and maintaining client accounts, ensuring accurate documentation, and reviewing compliance information such as KYC and beneficial ownership data. It requires managing client inquiries, resolving complex issues independently, and identifying cross-selling opportunities for additional banking products. The role supports loan processing, including collecting payments, processing advances, and understanding loan documentation and attorney-prepared files. Collaborating with various teams like Loan Operations, Treasury Management, and Deposit Operations is essential to ensure smooth service delivery. The candidate will also assist in generating reports, preparing client materials, and providing executive support to senior leadership.

Responsibilities

• Opening and maintaining client accounts
• Ensuring accurate documentation
• Reviewing compliance information such as KYC and beneficial ownership data
• Managing client inquiries
• Resolving complex issues independently
• Identifying cross-selling opportunities for additional banking products
• Supporting loan processing, including collecting payments, processing advances, and understanding loan documentation and attorney-prepared files
• Collaborating with various teams like Loan Operations, Treasury Management, and Deposit Operations to ensure smooth service delivery
• Assisting in generating reports
• Preparing client materials
• Providing executive support to senior leadership

Qualifications

• High school diploma or equivalent
• 2-4 years of experience
• Proficiency in Microsoft Office
• Ability to handle complex client needs
• No supervisory responsibilities involved
• Excellent organizational, communication, and problem-solving skills within a banking environment