Client Relationship Specialist III (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Relationship Specialist III (Commercial Banking): Supporting relationship managers and clients in the management of commercial banking portfolios with an accent on compliance, operational processes, and loan documentation. Focus on resolving complex account inquiries, performing KYC/due diligence, and ensuring efficient workflow across commercial lending operations.
Location: Must be based in Denver, CO
Salary: $67,000 - $72,000
Company
is a stable and financially strong banking corporation providing comprehensive financial services and career development opportunities.
What you will do
- Interact with clients, attorneys, and accountants to resolve routine to moderately complex account inquiries and maintenance issues.
- Support commercial lenders through report monitoring, research, and collaborative problem-solving.
- Execute Know Your Customer (KYC) and Consumer Due Diligence processes for new clients.
- Manage exception reports and ensure all outstanding exceptions are cleared promptly.
- Design and maintain complex spreadsheets and databases to generate and distribute operational reports.
- Assist commercial lending officers in developing new business by preparing product presentation packages.
Requirements
- Associate’s Degree or equivalent combination of education and experience.
- 4 years of experience in a banking or customer service environment.
- Solid understanding of lending practices, loan documentation, and credit analysis.
- Proficiency in Excel and Word.
- Strong analytical skills with the ability to identify interdependencies and solutions.
- Must be located in or able to work onsite in Denver, CO.
Culture & Benefits
- Collaborative team environment focused on knowledge sharing and mutual support.
- Opportunities for continuous professional growth and exposure to various bank departments.
- Stable organization with a strong commitment to training and long-term career development.
- Equal opportunity employer committed to diversity and inclusion.
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