Client Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Open new accounts and ensure complete, accurate documentation is obtained from clients

• Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements

• Image and index all deposit and client documentation to ensure proper recordkeeping

• Perform account maintenance, including adding/removing signers and updating client records

• Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims

• Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs

• Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients

• Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues

• Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit

• Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation

• Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients

• Perform other duties and responsibilities as assigned

Job Identification: 1454

Job Category: Banking

Job Schedule: Full time