Client Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES · Open new accounts and ensure complete, accurate documentation is obtained from clients · Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements · Image and index all deposit and client documentation to ensure proper recordkeeping · Perform account maintenance, including adding/removing signers and updating client records · Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims · Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients’ operational needs · Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues · Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit · Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients · Perform other duties and responsibilities as assigned