Premier Client Support Specialist Multiple Arizona Locations (Glendale, Mesa, Phoenix, Tempe, or Tucson)
California Bank & Trust
Premier Client Support Specialist
National Bank of Arizona is looking for an experienced Premier Client Support Specialist with a talent and passion in maintaining client relationships throughout Arizona.
Essential Functions:
- Partner with assigned Private Banker(s) to support a portfolio of private banking clients, providing exceptional service across loan inquiries, deposit account management, and other banking products and services.
- Assist portfolio clients with opening and maintaining deposit accounts and banking services, while processing loan advances, paydowns, account transfers, bankcard requests, online banking services, and wire transactions.
- Communicate and consult with existing and prospective customers on products and services offered to ensure needs are met.
- Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments.
- Provide administrative support to the private banking team.
- Work with the lending teams and clients to gather all pertinent loan due diligence items.
- Perform all quality reviews of legal documentation, system data and file maintenance requests.
- Responsible for managing all reporting requirements for the assigned portfolio.
- Partner with management and other bank departments to research client issues and ensure timely resolution.
- Perform other duties as assigned.
Qualifications:
Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience.
- Preferred, but not required, of 1+ years of banking experience with knowledge of consumer and business account opening.
- Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs.
- Exceptional customer service is required in maintaining portfolios of "high-touch" Business Executives.
- Be familiar with common office software and applications.
- Must have strong interpersonal, written, and verbal communication skills.
- Must be able to work independently, prioritize projects, and follow through on deadlines.
- Hours: Monday Friday: 8:00am to 5:00pm.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
- Mental health benefits include coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
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