Current jobs related to Client Relationship Specialist - Universal City - AMERICAN BANK

  • Receptionist - Client Service Specialist

    7 days ago

    Universal City, United States CityVet Full time

    Happy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...

  • Client Relationship Specialist

    3 weeks ago

    Arizona City, Arizona, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a critical role in achieving this goal.Key ResponsibilitiesBuild and maintain strong relationships with clients through proactive outreach and follow-upAssess and...

  • Client Service Ambassador

    3 days ago

    Universal City, Texas, United States CityVet Full time

    About CityVetAt CityVet, we believe that happy pets start with happy people. Our vet-led clinics are filled with smiling faces and compassionate pet lovers, and each of our employees plays a vital role in creating a positive vibe.Our MissionWe prioritize meeting the full range of physical and mental well-being needs of our staff members because caring for...

  • Client Relationship Specialist

    1 month ago

    Arizona City, Arizona, United States U.S. Bank Full time

    At U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals. Key Responsibilities: • Develop and maintain strong relationships with clients...

  • Client Relationship Specialist

    3 weeks ago

    Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...

  • Client Relationship Specialist

    1 month ago

    Kansas City, Missouri, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...

  • Client Relationship Specialist

    5 days ago

    Kansas City, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Client Relationship Specialist

    5 days ago

    KANSAS CITY, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...

  • Client Relationship Consultant

    2 weeks ago

    Rapid City, South Dakota, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...

  • Client Relationship Manager

    4 weeks ago

    Ohio City, Ohio, United States Involta Full time

    Client Relationship ManagerWe are seeking a seasoned Client Relationship Manager to join our dynamic team at Involta. The ideal candidate will be responsible for managing client relationships, motivating a team, and driving revenue growth.Key Responsibilities:Manage a CRM team to ensure seamless client interactionsServe as the lead point of contact for all...

  • Client Relationship Consultant

    4 weeks ago

    Rapid City, South Dakota, United States U.S. Bank Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key...

  • Client Relationship Consultant

    3 weeks ago

    Rapid City, South Dakota, United States U.S. Bank Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank, we're committed to delivering exceptional customer experiences and helping our clients achieve their financial goals.We're seeking a skilled Client Relationship Consultant to join our team. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with...

  • Client Relationship Consultant

    2 weeks ago

    Mason City, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...

  • Client Relationship Consultant

    4 weeks ago

    Yuba City, California, United States U.S. Bank National Association Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank National Association, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial...

  • Client Relationship Manager

    2 weeks ago

    Oregon City, Oregon, United States U.S. Bancorp Full time

    Job Title: Client Relationship ConsultantAt U.S. Bancorp, we are seeking a skilled Client Relationship Consultant to join our team. As a Client Relationship Consultant, you will be responsible for building and maintaining strong relationships with our customers, providing them with exceptional counsel and support.Key Responsibilities:Engage with customers...

  • Client Relationship Consultant

    1 week ago

    Park City, Utah, United States U.S. Bank Full time

    Job SummaryAs a Client Relationship Consultant at US Bank, you will be responsible for building and fostering relationships with clients through proactive outreach and follow-up. You will engage with clients via multiple channels, including in-person, by appointment, and virtually, to provide the best possible counsel while adapting a digital-first...

  • Client Relationship Manager

    3 days ago

    Kansas City, Missouri, United States Broadridge Financial Solutions , Inc. Full time

    Job DescriptionBroadridge Financial Solutions, Inc. is seeking a highly skilled Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for maintaining exceptional client relationships and providing premier service to our clients.Key Responsibilities:Maintain exceptional client relationships and lead...

  • Client Relationship Manager

    4 weeks ago

    Kansas City, Missouri, United States Spotlight Analyst Relations Full time

    Job OverviewAt Spotlight Analyst Relations, we're seeking a highly skilled Client Partner to drive the success of our analyst relations program. As a key member of our team, you'll be responsible for building and maintaining strong relationships with our clients, facilitating communication strategies, and ensuring the successful execution of our AR...

  • Client Relationship Consultant

    4 weeks ago

    Rapid City, South Dakota, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key Responsibilities:Build and maintain...

  • Client Relationship Associate

    1 month ago

    Ellicott City, United States HWA Financial Group Full time

    HWA Financial Group is a financial planning and investment advisory firm in Ellicott City, MD. The firm provides wealth management and investment consulting services to individuals and institutions. Position Description Title: Client Relationship Associate Reports to: Owner Benefits: Yes Status: Full-Time Date: September 13, 2024 Job Summary This is an...

Client Relationship Specialist

4 months ago

Universal City, United States AMERICAN BANK Full time
Job DescriptionJob Description

At American Bank, we’re focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.

We’re growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you’re interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let’s talk.

As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process.

Essential Duties & Responsibilities

  • Delivers the highest level of service and support to internal partners and external clients
  • Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation
  • Help prepare loan memos for circulation to bank officers
  • Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations.
  • Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions.
  • Properly authenticate customer identity and authorization to act on behalf of the account
  • Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations
  • Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions
  • Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
  • Coordinate the signing of documents with clients, funding of loan, or any other assistance
  • Manage and set up forms and agreements for loan payments
  • Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
  • Maintain an active knowledge base of the bank’s loan products and an understanding of the qualifications required
  • Performs official notary services as required
  • Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank’s goals and values
  • Performs other duties and special projects as assigned

Qualifications

  • Superior service skills
  • Strong attention to detail
  • Excellent written, verbal, and interpersonal communication skills
  • Ability to manage multiple files or tasks at a time and in different stages
  • Experience with loan banking systems including CRM (customer relationship management tool)
  • Ability to meet deadlines and follow directions in a timely, accurate and confidential manner
  • Ability to work independently and collaboratively as needed
  • Proficient typing and PC skills with word processing and spreadsheet applications
  • Knowledge of loan documentation
  • Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies
  • Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts

Experience Required

  • Three years of experience working in the banking environment with two years of experience working with loan documentation
    1. Pay Grade 8: 1-5 years’ experience
    2. Pay Grade 9: 5+ experience with at expectation or above performance

Education

  • High school graduate or equivalent required
  • College level business or related banking courses preferred. Bachelor’s degree preferred but not required.