Client Service Coordinator II

Job Description

Job Description

Organization Overview:

Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.

Position Summary:

The Client Service Coordinator II serves as a key member of the Commercial Client’s team while also providing support for Commercial Bankers. This position serves as the primary service representative for identified Commercial Banking Clients. In addition, this role will also offer mentorship and guidance to lower-level Client Service Coordinators within the organization.

Primary Responsibilities:

1. Understands Commercial banking products and services in order to converse knowledgeably and professionally with clients and prospects.
2. Maintains professional and consistent communication with clients in all written, telephone, and in-person contacts, taking the initiative to resolve clients’ requests.
3. Serves as the Commercial Banking Clients’ main point of service, providing day-to-day servicing across all product lines. For complex servicing needs will continue to serve as the main point of contact while navigating Company-wide resources on behalf of the Commercial Client.
4. Assists in the loan closing process. This includes working with the Banker on all pre-closing due diligence items, ordering loan documents and at all times reviewing documents for accuracy.
5. Coordinates overdraft decisions and contacts customers that are overdrawn each morning for all commercial accounts serviced by assigned Bankers.
6. Reviews and follow-up on clients past due loan accounts.
7. Works in conjunction with Operations to ensure client’s accounts and requests are processed timely and accurately. Handle payments and advances for customers in person, by fax, and by phone.
8. Follows all approved procedures and practices and is compliant with all applicable regulatory requirements.
9. Participates in community activities to increase bank visibility and undertake special projects and/or assignments relating to the group and the bank.
10. Participates in the mentorship and guidance of lower-level Client Service Coordinators.
11. Undertakes special projects and/or assignments as needed.
12. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Customer Service: Champions superior treatment of customers by responding promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments; and manages difficult or emotional customer situations.

Personal Effectiveness/Credibility: Appropriately use technology, interpersonal communication, written presentation to accomplish tasks and collaborate with others. Provide work outcomes that are thorough, timely and accurate.

Organizational: Focus, plan, and prioritize work in a systematic way to complete tasks accurately.

Adaptability: Adapts to change, open to new ideas and responsibilities.

Technical: Proficiency in usage of Microsoft 365 and Jack Henry. Knowledge of loan documentation process and treasury management concepts.

Position Performance Standards:

Accurate processing and documentation of new accounts, processing of customer transactions and maintenance per approved procedures.

Requests and monitoring of initial documents completed within 48 hours.

Contribute to the market meeting loan growth, non-maturity deposit growth and fee income goals.

Performance Weightings:

40% Competencies

60% Position Performance Standards and Personal Goals

Qualifications:

High school diploma or equivalent required with Bachelor degree preferred. 5+ years in a commercial banking client services role or equivalent; or equivalent combination of education and experience. Possess valid driver’s license, reliable transportation and adequate auto insurance.

Physical Demands and Work Environment:

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.