Client Relationship Specialist

6 days ago


Brookfield, Wisconsin, United States First Business Bank Full time
Role Overview:

The Client Relationship Specialist is a key position at First Business Bank, responsible for providing exceptional support to clients and vendors in transaction processing, documentation, and booking functions. This role requires a high level of client focus, with a strong emphasis on delivering top-notch service.

Key Responsibilities:
  • Submit new credit applications to the Bank's application processing system, ensuring timely and accurate processing.
  • Prepare and deliver outgoing documentation to clients, vendors, and sales representatives as needed.
  • Review and process executed documentation, following up with clients for return of executed documents and auditing for conformity with credit approval terms.
  • Authorize release of Purchase Orders to equipment vendors after documentation audit.
  • Prepare transactions for funding disbursement and booking, performing verbal confirmation phone calls with clients and sourcing vendor invoices for reconciliation and audit.
  • Act as a customer service representative for sales teams, clients, prospects, and vendors, investigating and satisfying customer inquiries.
Requirements:
  • 2-4 years of experience in equipment finance/leasing.
  • 2+ years of customer service experience.
  • Superior verbal and written communication skills.
  • Patient personality, ability to listen, absorb, and react to input from clients.
  • Ability to pay attention to detail and maintain accurate records of activity.
First Business Bank is an equal opportunity employer, committed to providing a diverse and inclusive work environment.

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