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.
Support the loan process:
Provide excellent customer service:
Assist with special marketing projects:
Provide administrative support:
Essential Skills, Bodies of Knowledge and Abilities:
Products and Software:
Education, Experience, Training, or Certifications/Licenses:
. The ability to learn and comprehend basic instructions;
understand the meanings of words and respond effectively; and perform basic arithmetic accurately and
. Vision must be sufficient to read data reports, manuals and
. 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.