Private Banking Specialist I at SIMON

Franklin, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

0.0

Posted On

28 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Loan Documentation, Compliance, Communication, Time Management, Critical Thinking, Organizational Practices, Financial Analysis, Loan Servicing, Deposit Account Servicing, Proactive Communication, Diplomacy, MS Office

Industry

Banking

Description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Private Bank Specialist I position provides support to the company’s private bankers by servicing, maintaining and updating loan documentation and loan files as well as opening and servicing deposit accounts. The position requires substantial interaction with new and current private banking customers, both internal and external. This position also requires excellent customer service skills along with proactive communication abilities. Essential Duties and Responsibilities Ability to manage low to moderate volume and/or complexity of loans in an efficient manner. Coordinate the preparation of required loan documentation; review documentation for compliance with documentation requirements; coordinate the execution of loan documents; organize workflow for loan renewal; follow up with clients, insurance agents, Title Company and/ or attorney for missing loan documentation as necessary. Responsible for resolving exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy. Ensure proper reporting and compliance for the bank. Work closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues. When needed, coordinate with Portfolio Manager and CCFG to facilitate funding of construction loan disbursements in accordance with bank policy. Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to maximize the most out of the client relationships. Solid partnership with all ancillary departments within the bank to include the Loan Admin group, CIS, Loan Review, Special Assets, Bank Card, and Consumer Special Services. In certain markets, provide retail support for commercial customers such as opening new accounts and performing account maintenance. Performs other duties and responsibilities 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. Skills Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations. Ability to manage problematic situations in a diplomatic manner. Basic understanding of loan documentation, credit policy and banking regulation Basic understanding of deposit products, required documentation, and procedures. Basic understanding of financial statements and their interpretations. Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue In certain markets, basic understanding and communication ability of the bank’s retail services and processes. Education and/or Experience HS Diploma/GED required Prior loan and deposit experience preferred. Computer Skills MS Office programs Basic understanding of the bank’s operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems Certificates, Licenses, Registrations None Other Qualifications (including physical requirements) Self-starter, ability to work independently. Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks. Skills Training: Communication Customer Service Time Management Critical Thinking Organizational Practices Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team.

Responsibilities

This role supports private bankers by servicing, maintaining, and updating loan documentation and files, as well as opening and servicing deposit accounts for private banking customers. Responsibilities also include managing loan exceptions, monitoring compliance reports, and assisting with client financial data collection and communication.