Stock Yards Bank & Trust · 6 hours ago
Client Services Retail Coordinator
Eastpoint, 1901 Eastpoint Pkwy, Louisville, Kentucky, United States of America
Full-time
Onsite
Entry Level
1+ years expStock Yards Bank & Trust is a financial institution with a focus on providing banking services in Kentucky and Indiana. They are seeking a Client Services Retail Coordinator to manage assigned portfolios, serve as the primary contact for clients, and ensure compliance with loan processing and documentation requirements.
Banking
Responsibilities
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures
Supports all functions that maintain compliance with regulatory agencies
Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers
Complete loan applications in lending software and assist in preparation of approval document
Ensure all documents are accurate and ready for closing and comply with bank policy requirements
Ensure loans are funded according to documentation within the loan package
Work with retail lenders on any and all banking needs, request or issues
Communicate effectively with customers, internal and external, either verbally or in writing
Review all exception reports by notifying clients, vendors or lenders of needed documentation
Knowledge of the bank’s loan policy and departmental procedures
Assist in organizing departmental events
Other duties as assigned
Qualification
Required
High School Diploma or GED Equivalent
Minimum of 1-year recent experience in related field or professional work experience in financial services industry
Knowledge of basic lending fundamentals
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
Ability to maintain customer satisfaction and generate positive client relationships
Efficiently manage time
Proficient to include Word, Excel and Outlook
Professional appearance and demeanor
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)
Preferred
College Degree preferred
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
Flexible Savings 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
Company
Stock Yards Bank & Trust
Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
James "Ja" Hillebrand
CEO
Connie Grivois
Executive Assistant to the Chairman and CEO
Recent News
2023-11-21
Company data provided by crunchbase