Client 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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Associate

Regular Full-Time Birmingham, AL, US 1 Attachments

4 days ago Requisition ID: 2358

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant).

The incumbent will perform duties in the following areas:

• Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
• Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
• Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Respond to telephone and email inquiries on behalf of the officer
• Coordinate responses among multiple parties as needed, serving as a single point of contact
• Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
• Schedule events such as meetings, conferences, sales appointments, etc.
• Prepare reports and distribute as appropriate
• Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
• 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

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned

MINIMUM QUALIFICATIONS

• High school diploma or equivalent; some college preferred
• Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience coordinating shared resources and working successfully with team members
• Knowledge of loan documents, approval process and general Bank policies and procedures
• Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise