ServisFirst Bank
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Client Associate
role at
ServisFirst Bank .
Birmingham, AL
Duties and Responsibilities The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed.
The Incumbent Will Perform Duties in the Following Areas
Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Respond to telephone and email inquiries on behalf of the officer
Coordinate responses among multiple parties as needed, serving as a single point of contact
Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
Schedule events such as meetings, conferences, sales appointments, etc.
Prepare reports and distribute as appropriate
Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Minimum Qualifications
High school diploma or equivalent; some college preferred
Administrative experience; financial services environment preferred
Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
Proficient with Microsoft Outlook, Word, Excel and PowerPoint
Experience coordinating shared resources and working successfully with team members
Knowledge of loan documents, approval process and general Bank policies and procedures
Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline
Physical Requirements and Environmental Conditions
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
EOE/AA #J-18808-Ljbffr
Client Associate
role at
ServisFirst Bank .
Birmingham, AL
Duties and Responsibilities The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed.
The Incumbent Will Perform Duties in the Following Areas
Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Respond to telephone and email inquiries on behalf of the officer
Coordinate responses among multiple parties as needed, serving as a single point of contact
Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
Schedule events such as meetings, conferences, sales appointments, etc.
Prepare reports and distribute as appropriate
Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Minimum Qualifications
High school diploma or equivalent; some college preferred
Administrative experience; financial services environment preferred
Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
Proficient with Microsoft Outlook, Word, Excel and PowerPoint
Experience coordinating shared resources and working successfully with team members
Knowledge of loan documents, approval process and general Bank policies and procedures
Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline
Physical Requirements and Environmental Conditions
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
EOE/AA #J-18808-Ljbffr