Stock Yards Bank & Trust
Universal Client Services Coordinator II
Stock Yards Bank & Trust, Bowling Green, Kentucky, United States, 42103
Universal Client Services Coordinator II
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Universal Client Services Coordinator II
role at
Stock Yards Bank & Trust
As a Client Services Coordinator II, your day will be filled with opportunities to manage assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients.
Responsibilities
Problem solving with customer requests and inquiries
Assess customer needs and recommend bank products
Make decisions in the absence of the lender
Answer phones and greet customers
Communicate effectively with customers, internal and external, either verbally or in writing
Assist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requests.
Partner with all business lines to service customer’s banking needs, such as opening accounts and account maintenance
Identify any cross selling opportunities
Assist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providers
Knowledge of the bank’s loan policy and departmental procedures
Create customer profiles in lending software and assist in preparation of approval document
Determine appropriate approval authorities required for all loan requests
Ensure all documents are accurate and ready for closing
Close loans in lender’s absence
Fund loans according to documentation within the loan package
Submit closed loans for processing in a timely manner
Manage all exception reports by notifying clients, vendors, or lenders of needed documentation
Submit required, collected financial statements to Credit Analysts for processing
Provide administrative support to the department as needed
Other Functions
Assist in organizing departmental events as needed
Make decisions pertaining to customer accounts within limits set by department
Other duties as assigned
Job Requirements The successful candidate will have the following qualifications:
Education
High School Diploma or GED Equivalent
College Degree preferred
Experience
Minimum of 3-year recent experience in related field or professional work experience in financial services industry
Knowledge of basic lending fundamentals and loan documentation
Specific Skills
Communicate effectively through writing and speaking as appropriate for the needs of the audience
Capability to communicate and collaborate with all levels of management and employees
Demonstrates active listening skills
Attentive to detail
Ability to maintain customer satisfaction and generate positive client relationships
Efficiently manage time
Proficiencies to include Word, Excel and Outlook
Professional appearance and demeanor
Licenses Notary
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD&D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office or remote office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Banking
#J-18808-Ljbffr
Universal Client Services Coordinator II
role at
Stock Yards Bank & Trust
As a Client Services Coordinator II, your day will be filled with opportunities to manage assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients.
Responsibilities
Problem solving with customer requests and inquiries
Assess customer needs and recommend bank products
Make decisions in the absence of the lender
Answer phones and greet customers
Communicate effectively with customers, internal and external, either verbally or in writing
Assist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requests.
Partner with all business lines to service customer’s banking needs, such as opening accounts and account maintenance
Identify any cross selling opportunities
Assist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providers
Knowledge of the bank’s loan policy and departmental procedures
Create customer profiles in lending software and assist in preparation of approval document
Determine appropriate approval authorities required for all loan requests
Ensure all documents are accurate and ready for closing
Close loans in lender’s absence
Fund loans according to documentation within the loan package
Submit closed loans for processing in a timely manner
Manage all exception reports by notifying clients, vendors, or lenders of needed documentation
Submit required, collected financial statements to Credit Analysts for processing
Provide administrative support to the department as needed
Other Functions
Assist in organizing departmental events as needed
Make decisions pertaining to customer accounts within limits set by department
Other duties as assigned
Job Requirements The successful candidate will have the following qualifications:
Education
High School Diploma or GED Equivalent
College Degree preferred
Experience
Minimum of 3-year recent experience in related field or professional work experience in financial services industry
Knowledge of basic lending fundamentals and loan documentation
Specific Skills
Communicate effectively through writing and speaking as appropriate for the needs of the audience
Capability to communicate and collaborate with all levels of management and employees
Demonstrates active listening skills
Attentive to detail
Ability to maintain customer satisfaction and generate positive client relationships
Efficiently manage time
Proficiencies to include Word, Excel and Outlook
Professional appearance and demeanor
Licenses Notary
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD&D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office or remote office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Banking
#J-18808-Ljbffr