• RM Support Specialist

    ID
    2018-6913
    Job Locations
    US-NY-New York
    Category
    Administrative
  • Overview

    Responsible for assisting RM with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between RM and Private Banking Officers, lending personnel and clients.  Responsibilities include but not limited to preparing pre-approval letters, responding to client inquires, and identifying cross sell opportunities to the RM.

    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 and input data into 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

    Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank

     

    Qualifications

    Key Skills, Knowledge, and Abilities:

    • Strong interpersonal and communication skills
    • Excellent computer skills
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values
    • Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel.

    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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