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ServisFirst Bank · 1 day ago

Client Associate

Birmingham, AL

Full-time

Onsite

New Grad, Entry Level

ServisFirst Bank is dedicated to providing exceptional banking services, and they are seeking a Client Associate to support Bank Officers. The role involves administrative tasks such as responding to client requests, coordinating resources, and managing loan documentation.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Administrative experienceLoan document knowledgeClient interactionMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointTeam coordinationOrganizational skillsTime management skills

Required

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

Company

ServisFirst Bank

ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.

Founded in 2005