Private Client Loan Specialist I

Posted 2025-04-21
Remote, USA Full-time Immediate Start

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

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