Private Client Loan Specialist I

Responsibilities

• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish to include but not limited to: taking applications, adding/removing signers, online banking, and maintenance requests.
• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
• Performing payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, fee waivers.
• Processing loan wire and transfer requests.
• Performing miscellaneous job related duties as assigned.

Requirements

• A minimum of two years of prior retail banking experience.
• Proficient knowledge of bank services, products, and loans.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.
• Communicate with clients in a welcoming and customer-focused environment.
• Have excellent client-service skills, including oral and written communication.
• Have an entrepreneurial, ownership-oriented mindset.
• Have attention to detail and strong organizational skills.
• Be able to work effectively as a team member and with customers.
• Have strong analytical and problem-solving skills, and the ability to derive innovative solutions.
• Establish credibility quickly with customers; demonstrate confidence in dealing with peers.
• Have a strong work ethic and high integrity.
• Have strong computer skills.
• Have a friendly, outgoing, assertive, confident, and enthusiastic personality.