Client Services Coordinator II - Commercial

Stock Yards Bank & Trust - Louisville, KY

Full-time - Entry Level

Louisville, KY

Credit Intermediation and Related Activities

About the position

The Client Services Coordinator II at Stock Yards Bank & Trust plays a crucial role in managing assigned client portfolios, serving as the primary contact for existing clients, and ensuring their banking needs are met. This position involves loan documentation, problem-solving customer inquiries, and collaborating with various business lines to enhance customer satisfaction. The role offers opportunities for professional growth within the company, emphasizing the importance of individual success in contributing to the bank's overall achievements.

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 between accounts, including account transfers and wire requests.
• Partner with all business lines to service customer's 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 from outside service providers.
• 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 within the loan package.
• Submit closed loans for processing in a timely manner.
• Manage all 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.
• Capability 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.
• Proficiencies in Word, Excel, and Outlook.
• Professional appearance and demeanor.

Benefits

• 401(k) with a company match of up to 6%
• 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 Stock Purchase Plan
• Employee Assistance Program