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Client Specialist

Full time · Posted 23D AGO

ESSENTIAL DUTIES AND RESPONSIBILITIES

Open new accounts and ensure complete, accurate documentation is obtained from clients
Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
Image and index all deposit and client documentation to ensure proper recordkeeping
Perform account maintenance, including adding/removing signers and updating client records
Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients’ operational needs
Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation
Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
Perform other duties and responsibilities as assigned

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Client Specialist

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