Private Banking - Client Services Coordinator
Stock Yards Bank & Trust · Louisville, KY · 2 wk ago
Business DevelopmentInternship
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets. Job Title: Client Services Coordinator I FLSA Status: Exempt Department: Private Banking Hours of Operation: Monday – Friday 40 hours a week General Job Summary: Daily management of assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients. Organizational Duties And Responsibilities Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.Supports all functions that maintain compliance with regulatory agencies. Essential Duties And Responsibilities Answer phones and greet customersCommunicate effectively with customers, internal and external, either verbally or in writingAssist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requestsPartner with all business lines to service customer’s banking needs, such as opening accounts and account maintenanceIdentify any cross-selling opportunitiesAssist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providersKnowledge of the bank’s loan policy and departmental proceduresCreate customer profiles in lending software and assist in preparation of approval documentDetermine appropriate approval authorities required for all loan requestsEnsure all documents are accurate and ready for closingClose loans in lender’s absenceFund loans according to documentation within the loan packageSubmit closed loans for processing in a timely mannerManage all exception reports by notifying clients, vendors, or lenders of needed documentationSubmit required, collected financial statements to Credit Analysts for processingProvide administrative support to the department as needed Other Functions Assist in organizing departmental events as neededOther duties as assigned Working Conditions: All job functions are performed daily indoor in an office environment using various computer applications Minimum Job Requirements Education: High School Diploma or GED Equivalent; College Degree preferred Experience Minimum of 1-year recent experience in related field or professional work experience in financial services industryKnowledge of basic lending fundamentals and loan documentation Specific Skills Communicate effectively through writing and speaking as appropriate for the needs of the audienceCapability to communicate and collaborate with all levels of management and employeesDemonstrates active listening skillsAttentive to detailAbility to maintain customer satisfaction and generate positive client relationshipsEfficiently manage timeProficiencies to include Word, Excel and OutlookProfessional appearance and demeanor Licenses: Notary Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office environmentAbility to sit for extended periods of time while working at a computerFrequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipmentAbility to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in personVisual acuity sufficient to read computer screens, printed documents, and financial dataOccasional standing, walking, bending, or reachingAbility to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies) Benefits 401(K) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer/Disease insuranceAccident insuranceFlexible Spending AccountsFlexible Savings AccountsHealth Savings AccountsBank paid Life/AD&D insuranceVoluntary Life/AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance Program