Commercial Client Service Associate I-II
Commercial Client Service Associate I-II
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Job Description
As a Commercial Client Service Associate you will interact support and build relationships with a variety of internal and external clients. This is the perfect opportunity to become acquainted with our Commercial Banking products and services. A drive to succeed desire to learn new skills an affinity for numbers and a passion for providing excellent customer service are keys to success.
ESSENTIAL FUNCTIONS
- Partner with RMs to successfully manage and oversee all ongoing service and retention activities acting as the primary contact for these relationships where possible.
- Solve problems in a timely and accurate manner handling urgent and confidential matters in a mature professional manner to ensure continued goodwill.
- Provide RMs with prompt timely and accurate information as needed to support client relationships and the overall goals of the department and bank.
- May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis.
- Provide information on all bank products and services providing seamless referrals service and followthrough to clients.
- Maintain orderly thorough and accurate information files on current and potential customers.
- Orders documents collects financial statements scrubs files for audit information and corrects audit findings as part of account setup and maintenance.
- Answers client questions regarding account progress and finalization where appropriate.
- Maintain activity/tracking files for each officer to ensure proper receipt of information required to maintain portfolios in a current status. (Items may include financial statements borrowing base reports deeds etc.)
- Supports the client relationship strategy as directed by the Relationship Managers (RM) by developing effective tactics in managing the relationship portfolio; coordinates daily workflow to ensure that current portfolios are in complete conformity with terms.
- May make overdraft service charge waivers or other assigned decisions on client accounts in officers absence.
- Act as liaison between assigned business unit and other product areas of the bank.
- As applicable prepare requests for new and renewal note and documentation packages as directed by officers following through to closing until file is complete. May assist with or perform financial analysis as directed.
- Work with accounting and other administrative computer systems for research report generation and check generation. May be responsible for loan fee reports commercial loan/residential real estate loan documents ordering appraisal environmental and title commitments timely collection of fees and tracking past due property taxes. May also close new or renewed loans occasionally at the clients place of business.
- Prepare applicable portions of Credit Authorizations on current clients for lending relationships. Provide transcription of comments letters memos waivers and Credit Authorizations.
- Perform compliance and risk management duties as required or assigned.
KNOWLEDGE/SKILLS/EXPERIENCE REQUIRED
- Knowledge of business units functional areas such as documentation and processing requirements within Trust administration corporate lending commercial/residential real estate lending or private banking. Specific knowledge of various documentation (Deeds of Trust Mortgages Notes Guarantees etc) may also be required.
- Accurate keyboarding skills and extensive knowledge of business software programs including word processing (Microsoft Word) spreadsheet (MS Excel) and database (Access) applications.
- Strong knowledge of M & I for assisting clients inquiries for balance payment and miscellaneous account information.
- Effective time management and ability to prioritize workflow.
- Ability to prioritize work projects.
- Strong interpersonal skills to work collaboratively with diverse groups of people and in a team environment.
- Knowledge of bank products and services.
Client Service Associate I
Serves as the entrylevel support position within the business unit team. Provides support to the RM and/or the Commerical Client Service Associate II. Provides support for smaller and/or less complex relationships. Requires applicable office support work experience. Working knowledge of financial institutions desired Incumbents at this level typically have 24 years of banking related applicable experience.
Client Service Associate II
Provides direct support to RMs. May train and/or mentor Commerical Client Service Associate I. Provides direct professional contact with clients working on larger more complex accounts and maintaining intimate knowledge of existing client base. Requires advanced financial operations support experience and indepth knowledge of financial services and banking procedures. Strong knowledge of bank products and services required. Incumbents at this level typically have 48 years of banking related applicable experience.
Compensation:
Commercial Client Service Associate I: $19.87 $29.83 per hour
Commercial Client Service Associate II: $21.64 $32.46 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Nampa Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location experience and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.
What our culture can offer you:
What our culture can offer you:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health Financial Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race religion sex gender identity sexual orientation national origin age pregnancy disability genetic information and any other protected characteristics outlined by state federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team and we are dedicated to fostering a supportive and inclusive work environment.
Required Experience:
IC
Employment Type
Full-Time
