Commercial Client Specialist II

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ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Open new accounts and ensure complete, accurate documentation is obtained from clients
  • Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
  • Image and index all deposit and client documentation to ensure proper recordkeeping
  • Perform account maintenance, including adding/removing signers and updating client records
  • Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
  • Proactively identify cross‑selling opportunities, recommending additional bank products and services that align with clients’ operational needs
  • Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
  • Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
  • Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
  • Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney‑prepared documentation
  • Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
  • Perform other duties and responsibilities as assigned

QUALIFICATIONS INCLUDE

  • High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
  • Microsoft Office suite

Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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