Commercial Client Service Associate III

As a Commercial Client Service Associate, you will partner with assigned Relationship Managers (RMs) within specific business units, to support the administration of client relationships and account servicing. You will respond to client inquiries, maintain financial statements, and assist in expanding existing relationships. This role contributes to revenue growth by retaining and deepening client relationships through identifying client banking needs and cross‑selling Bank products and services.

• Partner with RMs to successfully manage and oversee all ongoing service and retention activities, acting as the primary contact for these relationships where possible.
• Solve problems in a timely and accurate manner, handling urgent and confidential matters in a mature, professional manner to ensure continued goodwill.
• Provide RMs with prompt, timely, and accurate information as needed to support client relationships and the overall goals of the department and bank.
• May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis.
• Provide information on all bank products and services, providing seamless referrals, service, and follow-through to clients.
• Maintain orderly, thorough, and accurate information files on current and potential customers.
• Orders documents, collects financial statements, scrubs files for audit information, and corrects audit findings as part of account set‑up and maintenance.
• Answers client questions regarding account progress and finalization, where appropriate.
• Maintain activity/tracking files for each officer to ensure proper receipt of information required to maintain portfolios in a current status. (Items may include financial statements, borrowing base reports, deeds, etc.)
• Assist with outside calls by preparing prospect letters, ordering pertinent background financial information, scheduling meetings, etc.
• Evaluate and route incoming mail. Read correspondence/memos directed to officers, handling those items of a routine nature independently.
• Supports the client relationship strategy as directed by the Relationship Managers (RM) by developing effective tactics in managing the relationship portfolio; coordinates daily workflow to ensure that current portfolios are in complete conformity with terms.
• May make overdraft, service charge waivers, or other assigned decisions on client accounts in officers’ absence.
• Act as liaison between assigned business unit and other product areas of the bank.
• As applicable, prepare requests for new and renewal note and documentation packages as directed by officers, following through to closing until file is complete. May assist with or perform financial analysis as directed.
• Work with accounting and other administrative computer systems for research, report generation, and check generation.
• May prepare inventory and/or disposition schedules of trust and estate property; reviews daily transaction sheets and makes adjustments when necessary.
• May be responsible for quarterly construction loan reports, loan fee reports, commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and tracking past due property taxes. Initial contact with clients required. May also close new or renewed loans, occasionally at the client’s place of business.
• Prepare applicable portions of Credit Authorizations on current clients for lending relationships. Provide transcription of comments, letters, memos, waivers and Credit Authorizations.
• Perform compliance and risk management duties as required or assigned.

• Strong knowledge of business unit’s functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, or private banking. Specific knowledge of various documentation (Deeds of Trust, Mortgages, Notes, Guarantees, etc) may also be required.
• Accurate keyboarding skills and extensive knowledge of business software programs, including word processing (Microsoft Word), spreadsheet (MS Excel) and database (Access) applications.
• Strong…