Client Services Team Lead
ServisFirst Bank
full-time
Posted on:
Location Type: Office
Location: Virginia Beach • Virginia • United States
Visit company websiteExplore more
Job Level
About the role
- The Client Services Team Lead is responsible maintaining and servicing an existing portfolio.
- Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
- Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
- Promote and cross-sell other products and services as appropriate to client requirements
- Prepare and compile client information to open new accounts
- Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
- Prepare loan memos and documents to submit for loan approval and signature
- Ensure completeness and accuracy of loan documentation
- Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
- Handle client requests including but not limited to ordering checks, stop payments, ordering debit cards, ACH transactions, online banking, transaction disputes and remote deposits
- Answer client inquiries such as account balances and address changes as well as conduct account research to solve problems
- Prepare and approve wire request forms for clients and submit to the wire department
- Call clients on past due accounts to request payments
- Determine if bank will cover checks with insufficient funds or return
- Perform personnel actions including performance evaluations, disciplinary actions and interviewing candidates for employment as applicable
- Supervise direct reports and provide necessary training as applicable
- Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Requirements
- High School diploma or equivalent
- Minimum ten (10) years’ related banking or financial services experience required
- Minimum five (5) years’ experience working with customers to research and resolve issues and provide follow-up as needed
- Excellent written and verbal communication skills
- Experience using Microsoft Outlook, Word and Excel
- Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar
- Experience working independently
- Excellent organizational skills and ability to multi-task
Benefits
- Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
- EOE/AA
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial data analysiscredit assessmentloan documentationrisk assessmentaccount researchperformance evaluationsdisciplinary actionsinterviewingmulti-taskingattention to detail
Soft Skills
communication skillsorganizational skillscustomer serviceproblem-solvingrelationship managementindependenceteam leadershiptrainingclient servicingcross-selling