Client Specialist II

Responsibilities

• Open and maintain client accounts, ensuring accurate documentation and reviewing KYC and ownership information to meet compliance standards.
• Image and index all client and deposit documentation for proper recordkeeping.
• Handle account maintenance tasks such as adding/removing signers and updating client records.
• Respond to client inquiries about bank products, services, and policies, conduct research, and process fraud claims.
• Manage complex client situations, escalate issues as needed, and resolve them independently.
• Identify cross-selling opportunities and recommend appropriate banking products.
• Support loan processing, including collecting payments, processing advances, and understanding loan documentation.
• Collaborate across teams to monitor lending, depository, and treasury services, and generate reports as requested.
• Assist in preparing presentations, reports, and client communications to support relationship management.
• Provide executive support including invoice processing and event coordination.

Qualifications

• High school diploma or equivalent
• 2–4 years of relevant experience
• Proficiency in Microsoft Office