Premier Client Support Specialist (Private Banking) - San Antonio, TX Job at Amegy Bank
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned Premier Client Support Specialist in San Antonio, TX . This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups, Branch Administration, Compliance and other bank departments.
Essential Functions:
Coordinates all Premier Wealth Management support activities, special projects, internal controls, including opening both personal and business accounts, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.
Maintaining Portfolios (including calls, emails, etc. received from clients regarding their bank accounts, online access, business accounts, loans, etc.)
Processes and closes both routine and complex residential and commercial loans
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met
Accepts loan applications for underwriting and documentation and closes loans
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary
Other duties as assigned
Qualifications:
Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
A college degree and 2 years related experience preferred.
Advance knowledge of bank products, procedures and customer service.
Ability to assist with working loan files and new relationships.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
We are looking for a seasoned Premier Client Support Specialist in San Antonio, TX . This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups, Branch Administration, Compliance and other bank departments.
Essential Functions:
Coordinates all Premier Wealth Management support activities, special projects, internal controls, including opening both personal and business accounts, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.
Maintaining Portfolios (including calls, emails, etc. received from clients regarding their bank accounts, online access, business accounts, loans, etc.)
Processes and closes both routine and complex residential and commercial loans
Communicates and consults with existing and prospective customers on products and services offered to ensure needs are met
Accepts loan applications for underwriting and documentation and closes loans
Reviews and audits loan documentation for accuracy and completeness and follows up as necessary
Other duties as assigned
Qualifications:
Requires High School diploma or equivalent and some experience in private/executive banking, including regular client contact, or other directly related experience.
A college degree and 2 years related experience preferred.
Advance knowledge of bank products, procedures and customer service.
Ability to assist with working loan files and new relationships.
Must be knowledgeable in lending regulations.
Be familiar with common office software and applications.
Must have strong interpersonal, written, and verbal communication skills.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.