Client Relationship Coordinator I

2 weeks ago

Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Overview

As a Client Services Coordinator, your primary role will involve overseeing the daily management of designated portfolios, which encompasses both new and ongoing client relationships. You will act as the main point of contact for our valued clients.

Key Responsibilities

Your daily tasks will include, but are not limited to:

  • Answering phone calls and welcoming clients
  • Effectively communicating with clients and colleagues, both verbally and in writing
  • Assisting clients with various transactional requirements, including account transfers and wire requests
  • Collaborating with different business units to meet clients' banking needs, such as account openings and maintenance
  • Identifying potential cross-selling opportunities
  • Supporting the preparation, maintenance, and servicing of loans, which involves obtaining necessary documentation from external service providers
  • Understanding the bank's lending 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 according to the documentation within the loan package
  • Timely submission of closed loans for processing
  • Managing exception reports by notifying clients, vendors, or lenders of required documentation
  • Submitting collected financial statements to Credit Analysts for processing
  • Providing administrative support to the department as necessary
  • Assisting in organizing departmental events as required
  • Performing other duties as assigned

Qualifications

The ideal candidate will possess the following qualifications:

  • High School Diploma or GED Equivalent
  • Preferred College Degree
  • A minimum of 1 year of recent experience in a related field or professional experience in the financial services sector
  • Understanding of basic lending principles and loan documentation
  • Ability to communicate effectively in writing and speaking, tailored to the audience's needs
  • Capability to collaborate with all levels of management and staff
  • Demonstrated active listening skills
  • Attention to detail
  • Ability to maintain customer satisfaction and foster positive client relationships
  • Efficient time management skills
  • Proficiency in Word, Excel, and Outlook
  • Professional appearance and demeanor

Benefits

  • 401(k) plan with company match 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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

This role primarily requires sitting, with limited walking and standing. All work is conducted indoors during regular working hours, and the noise level in the work environment is typically moderate.

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