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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.
California Bank & Trust
Vacancy posted 1 hour ago
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