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Client Relationship Coordinator I

2 months ago

Louisville, Kentucky, United States Stock Yards Bank & Trust Full time

Position Overview:
As a Client Relationship Coordinator, you will oversee the daily management of designated portfolios, focusing on nurturing both new and existing client relationships.

Key Responsibilities:
Your daily tasks will encompass, but are not limited to:

  • Answering phone calls and welcoming clients.
  • Effectively communicating with clients and internal teams, both verbally and in writing.
  • Assisting clients with all transactional requirements between accounts, including account transfers and wire requests.
  • Collaborating with various business lines to address customer banking needs, such as account openings and maintenance.
  • Identifying opportunities for cross-selling services.
  • Supporting the preparation, maintenance, and servicing of loans, which includes obtaining necessary documentation from external service providers.
  • Understanding the bank's loan policies and departmental procedures.
  • Creating customer profiles in lending software and aiding in the preparation of approval documents.
  • Determining the appropriate approval authorities for all loan requests.
  • Ensuring all documentation is accurate and ready for closing.
  • Closing loans in the absence of the lender.
  • Funding loans in accordance with the documentation provided.
  • Submitting closed loans for timely processing.
  • Managing exception reports by notifying clients, vendors, or lenders of required documentation.
  • Providing collected financial statements to Credit Analysts for processing.
  • Offering administrative support to the department as needed.
  • Assisting in organizing departmental events as required.
  • Performing other duties as assigned.

Qualifications:
The ideal candidate will possess the following:

  • High School Diploma or GED Equivalent.
  • Preferred College Degree.
  • A minimum of 1 year of recent experience in a related field or professional work experience in the financial services industry.
  • Knowledge of basic lending principles and loan documentation.
  • Effective communication skills, both written and verbal, tailored to the audience's needs.
  • Ability to collaborate and communicate with all levels of management and staff.
  • Demonstrated active listening skills.
  • Attention to detail and the ability to maintain customer satisfaction while fostering positive client relationships.
  • Strong time management skills.
  • Proficiency in Word, Excel, and Outlook.
  • A professional appearance and demeanor.

Benefits:
We offer a comprehensive benefits package, including:

  • 401(k) with a company match of up to 6%.
  • ESOP employer match.
  • Medical, dental, and vision insurance.
  • Cancer/Disease insurance.
  • Accident insurance.
  • Flexible Spending Accounts.
  • Health Savings Accounts.
  • Wellness & Rewards Program.
  • Bank-paid Life/AD&D insurance.
  • Voluntary Life/AD&D insurance.
  • Bank-paid Short-Term and Long-Term Disability insurance.
  • Employee Stock Purchase Plan.
  • Employee Assistance Program.

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires prolonged sitting with limited walking and standing. All work occurs indoors during regular working hours, with a moderate noise level in the work environment.

Equal Opportunity Employer:
We are an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.