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Commercial Client Service Associate

Location: Naples
Posted on: March 17, 2023

Job Description:

Summary: This position provides high levels of service and support to Commercial Deposit Group Leaders, Relationship Managers, and their respective customers and prospects. Partners with team members to learn how to answer customer inquiries including analyzing and resolving customer problems with guidance from team members.

Duties and Responsibilities:

  • Understand and comply with all laws and regulations applicable to the position
  • Assist Deposit Relationship Managers with obtaining the required documentation for account opening
  • Assist commercial and specialty deposits clients with new accounts, wires, and account questions
  • Maintain current working knowledge of commercial account products, including treasury management services, and investment alternatives
  • Maintain a thorough understanding of the relationships/portfolios supported
  • Act as Commercial Banking's primary customer contact for targeted commercial and specialty deposit clients with complex bank account structures and/or servicing requirements
  • Retain commercial banking relationships by providing timely, accurate, and professional customer service and problem resolution
  • Process outgoing manual and/or reverse wires as well as perform wire callbacks
  • Perform Interest Adjustments, Earnings Payments, and/or process Third Party Invoice Payments
  • Perform EB5 and CRE account transactions
  • Manage incoming requests from Clients/Relationship Managers, and assign tasks accordingly
  • Assist with new account reviews (Audits)
  • Actively learns, takes personal initiative, and is a positive example for others to emulate
  • Maintains a work environment that instills motivation, teamwork, and enterprising attitudes
  • Regular and consistent attendance is required
  • Perform other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    Education and/or Experience:
    • High School diploma or equivalent required; Bachelor's degree preferred
    • Minimum of 3 to 5 years of related experience in commercial banking relationship management, service, and or/support
    • Minimum of 3-5 years of experience working in a financial institution
    • Minimum of 3-5 years of experience opening new accounts Skills:
      • Demonstrate strong organizational, problem-solving, analytical, interpersonal, and customer service skills
      • Proficient in the use of word processing, spreadsheet, presentation, and industry-specific software
      • Demonstrate excellent written and verbal communication skills
      • Demonstrate good relationship-building skills
      • Must be able to produce accurate and timely results in a goal-driven environment
      • Must be able to accomplish tasks in an organized and meticulous way
      • Ability to work independently, be a self-starter, and multitasker to complete tasks and produce results
      • Demonstrate knowledge of Fiduciary Accounts and Property Management
        Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

        While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

        First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Keywords: FIRST FOUNDATION BANK, Cape Coral , Commercial Client Service Associate, Other , Naples, Florida

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