Stock Yards Bank & Trust · 2 days ago
Universal Client Services Coordinator II
Bowling Green, KY
Full-time
Onsite
Mid Level
3+ years expStock Yards Bank & Trust is a financial services institution with a focus on client relationships. The Client Services Coordinator II will manage assigned portfolios, serve as the primary contact for existing clients, and assist with various banking needs and customer inquiries.
Banking
Responsibilities
Problem solving with customer requests and inquiries
Assess customer needs and recommend bank products
Make decisions in the absence of the lender
Answer phones and greet customers
Communicate effectively with customers, internal and external, either verbally or in writing
Assist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requests
Partner with all business lines to service customer’s banking needs, such as opening accounts and account maintenance
Identify any cross selling opportunities
Assist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providers
Knowledge of the bank’s loan policy and departmental procedures
Create customer profiles in lending software and assist in preparation of approval document
Determine appropriate approval authorities required for all loan requests
Ensure all documents are accurate and ready for closing
Close loans in lender’s absence
Fund loans according to documentation within the loan package
Submit closed loans for processing in a timely manner
Manage all exception reports by notifying clients, vendors, or lenders of needed documentation
Submit required, collected financial statements to Credit Analysts for processing
Provide administrative support to the department as needed
Assist in organizing departmental events as needed
Make decisions pertaining to customer accounts within limits set by department
Other duties as assigned
Qualification
Required
High School Diploma or GED Equivalent
Minimum of 3-year recent experience in related field or professional work experience in financial services industry
Knowledge of basic lending fundamentals and loan documentation
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
Attentive to detail
Ability to maintain customer satisfaction and generate positive client relationships
Efficiently manage time
Proficiencies to include Word, Excel and Outlook
Professional appearance and demeanor
Notary
Preferred
College Degree
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
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