Stock Yards Bank & Trust - Louisville, KY
posted about 2 months ago
Full-time - Mid Level
Louisville, KY
Credit Intermediation and Related Activities
About the position
The Client Services Coordinator II at Stock Yards Bank and Trust plays a crucial role in managing assigned portfolios, serving as the primary contact for existing clients, and ensuring effective communication and problem-solving for customer inquiries. This position offers opportunities for professional growth within the company, emphasizing the importance of individual success in contributing to the overall achievements of the organization.
Responsibilities
- Assist with the daily management of assigned portfolios including new and outstanding relationships.
- Serve as the primary contact for existing clients.
- Problem solve customer requests and inquiries.
- Assess customer needs and recommend bank products.
- Make decisions in the absence of the lender.
- Answer phones and greet customers.
- Communicate effectively with customers, both verbally and in writing.
- Assist customers with all transactional needs, including account transfers and wire requests.
- Partner with business lines to service customer banking needs, such as opening accounts and account maintenance.
- Identify cross-selling opportunities.
- Assist in the preparation, maintenance, and servicing of loans, including ordering supporting documentation.
- Create customer profiles in lending software and assist in preparation of approval documents.
- Ensure all documents are accurate and ready for closing.
- Close loans in lender's absence and fund loans according to documentation.
- Submit closed loans for processing in a timely manner.
- Manage exception reports by notifying clients, vendors, or lenders of needed documentation.
- Submit required financial statements to Credit Analysts for processing.
- Provide administrative support to the department as needed.
- Assist in organizing departmental events as needed.
Requirements
- High School Diploma or GED Equivalent; College Degree preferred.
- Minimum of 3 years recent experience in a related field or professional work experience in the financial services industry.
- Knowledge of basic lending fundamentals and loan documentation.
- Effective communication skills, both written and verbal.
- Ability to communicate and collaborate with all levels of management and employees.
- Demonstrates active listening skills and attention to detail.
- Ability to maintain customer satisfaction and generate positive client relationships.
- Efficient time management skills.
- Proficient in Word, Excel, and Outlook.
Benefits
- 401(k) with a company match of up to 6%
- Employee Stock Ownership Plan (ESOP) employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Assistance Program
