Client Services Coordinator: Private Banking & Loans

Stock Yards Bank & Trust; Louisville (KY); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Stock Yards Bank & Trust in Louisville, KY seeks a Client Services Coordinator I to manage daily client portfolios and serve as the primary contact for existing clients. The role supports multiple banking functions and aligns with regulatory compliance.

You will handle phones, greeting customers, assist with account transfers and loan documentation, and coordinate with loan teams to ensure accurate processing. A notary is required; college degree preferred but not mandatory.

Qualifications

• Minimum of 1 year recent experience in financial services.
• Knowledge of basic lending fundamentals and loan documentation.
• Proficient in Word, Excel and Outlook.

Responsabilités

• Answer phones and greet customers.
• Communicate effectively with customers and colleagues, verbally or in writing.
• Assist customers with transactional needs (account transfers, wire requests).
• Service loans and assist in preparation of loan documents and approvals.
• Identify cross-selling opportunities and support notary processes.

Connaissances

Effective communication

Active listening

Attention to detail

Time management

Customer relationships

MS Word/Excel/Outlook

Professional appearance

Formation

High School Diploma or GED

College degree preferred

Description du poste

Stock Yards Bank & Trust in Louisville, KY seeks a Client Services Coordinator I to manage daily client portfolios and serve as the primary contact for existing clients. The role supports multiple banking functions and aligns with regulatory compliance.

You will handle phones, greeting customers, assist with account transfers and loan documentation, and coordinate with loan teams to ensure accurate processing. A notary is required; college degree preferred but not mandatory.