PC Client Specialist

Job description

Location: On site at location listed in job posting Summary: Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines. Responsibilities: - Provide Support to Private Banking Relationship Managers - Review and Fund Loans - Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues - Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency. - Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services - Authorize payment and fees of commercial client overdrafts - Approve and process commercial client’s withdrawals on lines of credit - Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals - Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC - Work closely with Bankers, Underwriters, Loan Closers, Loan processin...