Commercial Client Service Associate I-II

ESSENTIAL FUNCTIONS

• 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.)
• 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 be responsible for loan fee reports, commercial loan/residential real estate loan documents, ordering appraisal, environmental and title commitments, timely collection of fees, and tracking past due property taxes. 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.

KNOWLEDGE/SKILLS/EXPERIENCE REQUIRED

• 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 knowledge of M & I for assisting clients' inquiries for balance, payment, and miscellaneous account information.
• Effective time management and ability to prioritize workflow.
• Ability to prioritize work projects.
• Strong interpersonal skills to work collaboratively with diverse groups of people and in a team environment.
• Knowledge of bank products and services.

Client Service Associate I

Serves as the entry-level support position within the business unit team. Provides support to the RM and/or the Commerical Client Service Associate II. Provides support for smaller and/or less complex relationships. Requires applicable office support work experience. Working knowledge of financial institutions desired Incumbents at this level typically have 2-4 years of banking related applicable experience.

Client Service Associate II

Provides direct support to RMs. May train and/or mentor Commerical Client Service Associate I. Provides direct, professional contact with clients, working on larger, more complex accounts, and maintaining intimate knowledge of existing client base. Requires advanced financial operations support experience and in-depth knowledge of financial services and banking procedures. Strong knowledge of bank products and services required. Incumbents at this level typically have 4-8 years of banking related applicable experience.

Compensation:

Commercial Client Service Associate I: $19.87 - $29.83 per hour

Commercial Client Service Associate II: $21.64 - $32.46 per hour

The compensation range represents the low and high end of the base compensation range for this position located in Nampa, Idaho. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What our culture can offer you: