• Client Relations Specialist

    Job Locations
    US-CA-Walnut Creek
    Customer Service/Support
  • 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.


    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  


    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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