Private Client Loan Specialist

This position will support the Private Bankers and clients within the Private Banking group.

Responsibilities will include but are not limited to:

• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.


• Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.


• Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.


• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.


• Process all loan wire and transfer requests.


• Perform miscellaneous job related duties as assigned.

Position Requirements:

-Minimum of one year of prior retail banking experience                                                                                                            

-General knowledge of bank services, products, and loans

-Excellent client-service skills, including oral and written communication

-Entrepreneurial, ownership-oriented mindset

-Attention to detail and strong organizational skills

-Ability to work effectively as a team member and with customers

-Strong analytical and problem solving skills, and the ability to derive innovative solutions

-Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers

-Strong work ethic and high integrity

-Strong computer skills

-Friendly, outgoing, assertive, confident, and enthusiastic personality