Client Relationship Specialist
6 days ago
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.
- 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.
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Client Relationship Specialist
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Brookfield, Wisconsin, United States First Business Bank Full timeRole Overview:The Client Relationship Specialist is a key role at First Business Bank, responsible for providing exceptional client service and support for transaction processing, documentation, and booking functions. This role requires strong communication skills, attention to detail, and the ability to work effectively with clients, vendors, and internal...
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