CLIENT SERVICES COORDINATOR I

1 month ago


Louisville, United States Stock Yards Bank & Trust Full time

As a Client Services Coordinator, you will provide daily management of assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients.ResponsibilitiesDaily responsibilities include, but are not limited to, the following: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 requests.Partner 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 neededAssist in organizing departmental events as neededOther duties as assignedJob RequirementsThe successful candidate will have the following qualifications:High School Diploma or GED EquivalentCollege Degree preferredMinimum of 1 year recent experience in related field or professional work experience in financial services industryKnowledge of basic lending fundamentals and loan documentationCommunicate 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 demeanorBenefits401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsHumana Go365 Wellness & Rewards ProgramBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance ProgramPhysical RequirementsThe 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.This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)



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