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Washington Trust Bank · 3 weeks ago

Commercial Client Service Associate I-III

Lewiston, Idaho, United States

Full-time

Onsite

Entry, Mid Level

$20.67/hr - $31.03/hr

Washington Trust Bank is seeking a Commercial Client Service Associate to interact, support, and build relationships with various clients. The role focuses on providing accurate information and maintaining strong customer relations while assisting with banking services and documentation.

FinanceFinancial Services

Comp. & Benefits

Responsibilities

Solve problems in a timely and accurate manner, handling urgent and confidential matters in a mature, professional manner to ensure continued goodwill

Provide RMs and ARMs with prompt, timely and accurate information as needed to support client relationships and the overall goals of the department and bank

May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis

As needed, provide information on all bank services, providing seamless referrals, service and follow-through to clients

Maintain orderly, thorough, and accurate information files on current and potential customers

Provide officers phone support by accepting and giving out pertinent information, finalizing calls, where appropriate

Maintain activity/tracking files for each officer to ensure proper receipt of information required to maintain portfolios in a current status. (Items may include financial statements, borrowing base reports, deeds, etc.)

Assist in planning outside calls by preparing a letter to prospect, ordering pertinent background financial information, scheduling meetings, etc

Organize and prioritize daily workflow in order of importance. Work within generally established guidelines known as “Best Practices” which defines the most efficient way to conduct specific processes

May make overdraft, service charge waivers, or other assigned decisions on client accounts in officers’ absence

Act as liaison between assigned business unit and other product areas of the bank

As applicable, prepare requests for new and renewal note and documentation packages as directed by officers, following through to closing until file is complete. May assist with or perform rudimentary financial analysis as directed by officer or senior support personnel

Work with accounting and other administrative computer systems for research, report generation and check generation

May prepare inventory and/or disposition schedules of trust and estate property; reviews daily transaction sheets and makes adjustments when necessary

May be responsible for quarterly construction loan reports, loan fee reports, commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and tracking past due property taxes. Initial contact with clients required. May also close new or renewed loans, occasionally at the client’s place of business

Prepare applicable portions of Credit Authorizations on current clients for lending relationships. Provide transcription of comments, letters, memos, waivers and Credit Authorizations

Qualification

Bank productsKeyboarding skillsMicrosoft ExcelTime managementInterpersonal skillsDocumentation knowledgeCustomer serviceTeam collaboration

Required

Accurate keyboarding skills and extensive knowledge of business software programs, including word processing (Microsoft Word), spreadsheet (MS Excel) and database (Access) applications

Effective time management and ability to prioritize workflow

Strong interpersonal skills to work collaboratively with diverse groups of people and in a team environment

Knowledge of bank products and services

Knowledge of business unit's functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, or private banking

Specific knowledge of various documentation (Deeds of Trust, Mortgages, Notes, Guarantees, etc) may also be required