Arvest Bank · 17 hours ago
Client Relationship Coordinator
Lees Summit, MO
Full-time
Onsite
Entry Level
$20/hr - $24.95/hr
1+ years expArvest Bank is a financial institution committed to serving its customers and communities. The Client Relationship Coordinator will assist in servicing clients' needs while strengthening client relationships, acting as a liaison between the Client Advisor and clients.
BankingFinanceFinancial Services
Responsibilities
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the client advisors and branch office
With a high level of organization and accuracy, processes client financial transactions and client advisor and branch office expenses and expense reports
Opens new clients accounts and research client information using internal databases and other technologies
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion
Maintain policy and procedure manuals for the department, as well as assist the operations department in updating policy and procedure manuals as needed
Prepares letters, forms and reports to assist with servicing existing client and prospecting for new clients
Prepares various business summary reports and client specific reporting as needed for review by the client advisor and/or compliance
Assists Client Advisors with marketing efforts including seminars and other client-facing events
Creates and maintains records and files utilizing Client Relationship Management software
Attend various training and continuing education seminars to increase job knowledge and stay abreast of regulation changes
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
Qualification
Required
High school diploma or general education degree (GED) is required
18 months administrative experience is required
Proficient mathematical skills are required
Preferred
Proficiency with Google Workspace applications is preferred
Previous experience in the finance/brokerage industry is preferred
Associate degree is preferred
Relevant military experience is considered for veterans and transitioning service members
Benefits
Comprehensive suite of benefits
Full range of health and life, financial, and wellness benefits
Competitive compensation
Benefits packages
Significant professional growth
Company
Arvest Bank
Arvest Bank is a community-based financial institution serving more than 110 communities in Arkansas, Kansas, Missouri and Oklahoma.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
M
Matt Machen
President & COO
Y
Yurik Paroubek
Chief Operating Officer
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