What are the responsibilities and job description for the Private Client Specialist position at MidFirst Bank - Default?
This position will support the Private Bankers and clients within the Private Banking group.
Responsibilities will include but are not limited to:
• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
• Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
• Process all loan wire and transfer requests.
• Perform miscellaneous job related duties as assigned.
Position Requirements:
-Minimum of one year of prior retail banking experience
-General knowledge of bank services, products, and loans
-Excellent client-service skills, including oral and written communication
-Entrepreneurial, ownership-oriented mindset
-Attention to detail and strong organizational skills
-Ability to work effectively as a team member and with customers
-Strong analytical and problem solving skills, and the ability to derive innovative solutions
-Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
-Strong work ethic and high integrity
-Strong computer skills
-Friendly, outgoing, assertive, confident, and enthusiastic personality
