Premier Client Support Specialist: Heber, Utah

3 weeks ago

Heber City, United States BankTalent HQ Full time

Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments. Processes and closes both routine and complex residential and commercial loans. Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met. Accepts loan applications for underwriting and documentation and closes loans. Reviews and audits loan documentation for accuracy and completeness and follows up as necessary. May perform cash handling and deposit functions. Other duties as assigned. Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience. A college degree and 2 years related experience preferred. Basic knowledge of bank products, procedures and customer service. Ability to assist with working loan files and new relationships. Must be knowledgeable in lending regulations. Be familiar with common office software and applications. Must have strong interpersonal, written, and verbal communication skills. Must be able to work independently, prioritize projects, and follow through on deadlines.

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