• Client Service Specialist

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

    Responsible for assisting Relationship Managers and Loan Specialists with day to day duties 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
    . Set up initial loan file in Power Lender
    . Identify cross sell opportunities to the RMD
    . Pulls Credit via CBC when applicable

     

    Provide excellent customer service:

    . Follow-up with clients to ensure loan files proceed in 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

    . Contact customers to explain new marketing campaign 


    Provide administrative support:

    . Mail out realtor rate sheets
    . Prepare cross-selling opportunity reports and distribute as necessary

    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:

    • 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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