Client Relationship Specialist III (Banking)

TL;DR

Client Relationship Specialist III (Banking): Supporting relationship managers and clients in managing commercial banking portfolios with an accent on compliance and operational processes. Focus on proactively interacting with clients, problem resolution, and assisting in developing new lending and depository business.

Location: Dallas, TX, US

Company

hirify.global Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

What you will do

• Proactively interact with clients, attorneys, and accountants regarding routine to moderately complex account inquiries and problem resolutions.
• Support Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving.
• Utilize Know Your Customer and Consumer Due Diligence on all new clients, including completing documentation and entering information into TouchPoint Sales and Service.
• Manage exception reports and clear outstanding exceptions promptly.
• Develop and maintain information in spreadsheets and database programs, generating and distributing routine reports.
• Assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers.

Requirements

• Associate’s Degree and 4 years’ experience in a banking or customer service environment or an equivalent combination of education and experience.
• Well-developed understanding of lending practices and policies.
• Solid demonstrated knowledge of BOKF Commercial loan processes and workflows.
• Solid Excel and Word experience.
• Well-developed oral and written communication skills.
• Solid conceptual thinking and analytical skills with the ability to analyze complex problems.

Culture & Benefits

• Team-oriented environment with collaborative support for Relationship Managers, clients, and business partners.
• Continuous growth and learning opportunities with exposure to different areas of the Bank.
• Stable and financially strong organization.
• Excellent training and development programs.