Client Specialist II - Asset Based Lending
USA Jobs, Memphis, Tennessee, United States, 38103
Client Specialist
Location: On site in Memphis, TN The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential duties and responsibilities include: Open new accounts and ensure complete, accurate documentation is obtained from clients Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements Image and index all deposit and client documentation to ensure proper recordkeeping Perform account maintenance, including adding/removing signers and updating client records Respond to client inquiries regarding bank products, services, account details, and policies; conduct account research, file and process fraud claims Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested Perform other duties and responsibilities as assigned Supervisory responsibilities: No supervisory responsibilities Qualifications: High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience. Microsoft Office suite None required for certificates, licenses, or registrations Benefit highlights include: Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site in Memphis, TN The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential duties and responsibilities include: Open new accounts and ensure complete, accurate documentation is obtained from clients Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements Image and index all deposit and client documentation to ensure proper recordkeeping Perform account maintenance, including adding/removing signers and updating client records Respond to client inquiries regarding bank products, services, account details, and policies; conduct account research, file and process fraud claims Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested Perform other duties and responsibilities as assigned Supervisory responsibilities: No supervisory responsibilities Qualifications: High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience. Microsoft Office suite None required for certificates, licenses, or registrations Benefit highlights include: Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.