• Client Service Specialist

    ID
    2018-6660
    Job Locations
    US-CA-San Francisco
    Category
    Banking
  • Overview

    The Client Service Specialist will have the opportunity to support and assist a team of high producing Relationship Managers with day to day activities which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between Relationship Managers and Private Banking Officers, lending personnel and clients.

    Responsibilities

    Support the loan process:

    • Prepare pre-approval letters
    • Gather loan documentation on the “needs list”, request missing items from clients, track items as they come in, and provide any ongoing client reminders for any missing items
    • Submit completed “needs list” to the Loan Specialist
    • Identify cross sell opportunities to the Relationship Manager
    • Pulls Credit via CBC when applicable
    • Work with other team members such as Loan Specialist, Analyst, Closing, Executive Loan Committee as needed

     

    Provide excellent customer service:

    • Follow-up with clients to ensure loan files proceed in a timely fashion
    • Respond to client inquiries
    • Follow-up with delinquent clients
    • Mail out loan applications
    • Respond to incoming calls

     

    Assist with special marketing projects:

    • Coordinate distribution of marketing mailers and assist with client event lists
    • Contact customers to explain new marketing campaign 
    • Send out small thank you gifts (chosen by Relationship Manager) to clients at the close of a transaction
    • Send out birthday emails, and any other marketing related correspondence as directed by the Relationship Manager

    Provide administrative support:

    • Mail out realtor rate sheets
    • Prepare cross-selling opportunity reports and distribute as necessary
    • Set up share folders/subfolders for each new client or prospect
    • Help with Relationship Manager phone calls, voicemails, calendar, emails as needed

     

    Qualifications

    Essential Skills, Bodies of Knowledge and Abilities: 

    • Strong interpersonal and communication skills
    • Excellent computer skills
    • Provides extraordinary service.
    • Furthers the First Republic Bank culture and values


    Products and Software:

    • Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel

     

    Education, Experience, Training, or Certifications/Licenses:

    • Basic knowledge of financial documentation
    • Required: High School Diploma
    • Minimum 2 years of customer service 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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