Bank Client Services & Loan Support Associate

Servisfirst Bank; Birmingham (AL); On-site; USD 35,000 - 50,000; Full time

Job summary

ServisFirst Bank is seeking a Client Associate in Birmingham, AL to provide administrative support to Bank Officers and assist with loan documentation and reporting. You will schedule meetings, coordinate resources, and serve as a point of contact for clients and vendors.

The role emphasizes accurate document handling, timely responses to inquiries, and compliance with bank policies. Strong MS Office skills and multitasking ability are required for success.

Qualifications

• High school diploma or equivalent; some college preferred.
• Experience interacting with clients/vendors and handling requests.
• Proficient with MS Outlook, Word, Excel, and PowerPoint.
• Strong organizational and time-management skills.

Responsibilities

• Provide administrative support to Bank Officers and respond to client requests.
• Schedule appointments and coordinate resources for loan documentation.
• Prepare loan packages for underwriting or closing as needed.
• Maintain ongoing relationship servicing with clients to foster goodwill.
• Handle inquiries by phone and email and coordinate with multiple parties.

Skills

Client interaction

Scheduling

Loan documentation

Microsoft Office

Organization

Education

High school diploma

Tools

Microsoft Outlook

Word

Excel

PowerPoint

Job description

ServisFirst Bank is seeking a Client Associate in Birmingham, AL to provide administrative support to Bank Officers and assist with loan documentation and reporting. You will schedule meetings, coordinate resources, and serve as a point of contact for clients and vendors.

The role emphasizes accurate document handling, timely responses to inquiries, and compliance with bank policies. Strong MS Office skills and multitasking ability are required for success.