JOB SUMMARY:
Responsible for supporting the Commercial Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate achievement of client business goals by ensuring Commercial Bankers, clients and business partners are connected through arranged meetings, coordinating events, business development planning and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
CBC Operations Functions:
- Assist Banker's business development to:
- Meet or exceed new client relationship goals.
- Generate new loans, deposits and fees.
- Maintain portfolio.
- Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
- Support banker business development to:
- Coordinate loan approval and document preparation.
- Process closed loans for booking and submission to loan vault.
- Provide prompt, professional and courteous service to customer inquiries.
- Communicate with outside vendor companies regarding closing procedures.
- Banker portfolio management:
- Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions.
- Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements.
- Assist the Portfolio Manager when needed in completing annual reviews when due.
- Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
- Customer retention and growth:
- Implement customer satisfaction surveys.
- Analyze customer survey results.
Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures. Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
EDUCATION AND/OR EXPERIENCE:
- High School Diploma or equivalent required.
- Bachelor degree in Business Administration, Economics, Finance or related major, preferred.
- 5+ years related experience in process and office management, business analytics and diagnosis obtained through commercial lending support and portfolio management.
- 2+ years financial services experience.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.
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