First Republic Bank

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Client Relations Specialist

Client Relations Specialist

ID 
2018-5684
Job Locations 
US-CA-Walnut Creek
Category 
Customer Service/Support

More information about this job

Overview

Responsible for assisting multiple Relationship Managers with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between the Relationship Manager, his/her clients, internal employees, and 3rd party vendors.

Responsibilities

Support the loan process:

  • Prepare pre-approval letters
  • Send needs lists to clients
  • Gather loan documentation
  • Create rate breakdowns based on loan information
  • Stack loan files
  • Loan processing and loan analysis
  • Identify cross sell opportunities to the Relationship Manager

Provide excellent customer service:

  • Follow-up with clients on status of opening accounts
  • Update clients on status of loan process
  • Mail out loan applications
  • Respond to incoming calls

Assist with special marketing projects:

  • Coordinate distribution of marketing mailers
  • Contact customers to explain new marketing campaign
  • Assist with special projects and events

Provide administrative support:

  • Mail out realtor rate sheets
  • Prepare cross-sell reports and distribute as necessary
  • Assist with maturity reports reviews and renewals
  • Prepare any due Quarterly Status Reports
  • Increase Relationship Managers’ efficiency through tasks  

Qualifications

Education, Experience, Training, or Certifications/Licenses:

 

Required: Minimum 3 years banking experience with an emphasis on building customer relationships and providing excellent customer service.

 

Preferred: College degree. 

 

Mental/Physical Requirements:

  • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel as position requires.
  • May be required to lift up to 15 lbs.

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