Private Client Loan Specialist I

MidFirst Bank
United States, Arizona, Scottsdale
Mar 17, 2025
Description This position will support the Private Bankers and clients within the Private Banking group. Responsibilities will include but are not limited to: Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support. Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests. Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers. Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations. Process all loan wire and transfer requests. Perform miscellaneous job related duties as assigned. Position Requirements: -Minimum of one year of prior retail banking experience -General knowledge of bank services, products, and loans -Excellent client-service skills, including oral and written communication -Entrepreneurial, ownership-oriented mindset -Attention to detail and strong organizational skills -Ability to work effectively as a team member and with customers -Strong analytical and problem solving skills, and the ability to derive innovative solutions -Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers -Strong work ethic and high integrity -Strong computer skills -Friendly, outgoing, assertive, confident, and enthusiastic personality Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)