Client Service Coordinator

4 days ago

Edina, Minnesota, United States National Diversity Network Full time
Tradition Capital Bank

Edina, MN

Description:

Who We Are & Why You Will LOVE Us

You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships.

We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other's raving fans, we reach across titles and organizational structure to encourage one another.

Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible.

Tradition is always in the making; join us in celebrating our roots and being a part of what's next.

What you will be doing:

The Client Service Coordinator is responsible for supporting relationship officers and their clients through the client journey (TCBX) by effectively collaborating across multiple areas of the bank to deliver consistent high-touch client service that is defect-free, timely, and caring.

How you will get the job done:
  • Client Support: Responsible for leading clients through various stages of the client journey. Enhances the onboarding process by acting as the point person for the client. Facilitates a sense of urgency and reaction to change for goal achievement. Demonstrates effective troubleshooting skills for deposit and cash management issues and responds to client inquiries, pulling in necessary resources. When needed, elevates client concerns, inquiries and feedback to Lead Client Service Coordinators.
  • Collaboration: Develops relationships with Relationship Officers to assist them in and pursuing opportunities to provide a thoughtful and thorough assessment of their client's financial service needs. Collaborate with various bank departments to execute proposals within committed timelines. Executes on identified opportunities to cross-sell products and services both independently and collaboratively with the team. Gathers feedback for opportunities to enhance the client experience. Works with Loan Administration team to ensure timely execution of loan closing by completing pre-closing due diligence.
  • Product and Services: Maintains a general knowledge of all depository products and services, with ability to properly assess, suggest and walk clients through financial service solutions.
  • Documentation: Prepares and executes internal and external documentation in response to client request or proposal including, but not limited to: agreements, account forms, and maintenance requests.. Ensures all required account documents are properly executed and retained according to applicable banking regulations and requirements.
Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.
Requirements:
What sets you apart:
  • A role model for our core values: Do the Right Thing, G.S.D. (Get Stuff Done), One Team, and Give Generously
  • Demonstrated commitment to timely, defect free and caring customer service
  • Self-motivated and persistent in following through
  • Knowledgeable of depository and treasury management products and services and bank policies, procedures, and regulations
  • Able to perform at a high level in a fast-paced environment
  • Flexible to change in a growing organization
  • Excellent verbal and written communication skills
  • Demonstrated collaborative work style and respect for others
  • Demonstrated self-motivation and resourceful work ethic
  • Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank.
Professional Experience & Education you bring:

A Bachelor's Degree from College or University and 3-5 years of experience in customer service and/or banking in related position as teller, customer service representative or treasury management support position; or equivalent combination of education and experience.

Work Environment:
  • While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus.
  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
  • Local travel is expected for this position
*The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tradition Capital Bank is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; sex; pregnancy, childbirth, and related disabilities; marital status; status with regard to public assistance; disability; genetic information; sexual orientation, off duty usage of lawful products; familial status; status as a patient enrolled in the marijuana registry program; membership or activity in a local commission; citizenship status; uniform servicemember status; and age; or any other protected class under federal, state, or local law.

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