Private Client Loan Specialist I

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 two years of prior retail banking experience                                                                                                            
-Proficient knowledge of bank services, products, and loans
-Respond to customer inquiries and concerns and create positive solutions
-Support other employees as needed
-When communicating with clients, greet and facility a welcoming and customer-focus environment
-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