Client Relations Associate- 6806 (Los Angeles)

  • Address:Los Angeles, CA 90001 (map)
  • Date Posted:08/25/16
  • Job Type:Full-time
  • Description:
  • CLIENT RELATIONS ASSOCIATE - TalentZok (6806)OVERVIEWImmediate opening for a Client Relations Associate in Los Angeles, CA who possesses:Required: Minimum 3 years banking experience with an emphasis on building customer relationships and providing excellent customer service.Strong interpersonal and communication skills.Excellent computer skills.Provides extraordinary service.Furthers the company’s culture and values.Strong working knowledge of MS Word / MS Outlook /  MS PowerPoint/ MS Excel.Preferred: College degree.Email resume to [email removed] or call 858.683.8559FULL DESCRIPTION:TalentZok specializes in recruiting professional talent. We are currently seeking a Client Relations Associate for a leading and growing firm.The Client Relations Associate will be responsible for assisting RM’s with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between RM’s, his/her clients, internal employees, and 3rd party vendors.The selected candidate will be responsible for the following:Support the loan process:Prepare pre-approval lettersSend needs lists to clientsGather loan documentationCreate rate breakdowns based on loan informationStack loan filesLoan processing and loan analysisIdentify cross sell opportunities for the RM’s Provide excellent customer service:Follow-up with clients on status of opening accountsUpdate clients on status of loan processMail out loan applicationsRespond to incoming calls Assist with special marketing projects:Coordinate distribution of marketing mailersContact customers to explain new marketing campaignAssist with special projects and events Provide administrative support:Mail out realtor rate sheetsPrepare cross-sell reports and distribute as necessaryAssist with maturity reports reviews and renewalsPrepare any due Quarterly Status ReportsIncrease RM’s efficiency through tasks specified by DRMD Additional responsibilities include the following:Adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.)Adhering to Bank policies and proceduresCompleting required trainingIdentifying and reporting potential suspicious activity to the BSA/AML OfficerKnowing and verifying the identity of any customer(s) that enters into a relationship with the BankMental/Physical Requirements: The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.Vision must be sufficient to read data reports, manuals and computer screens.Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.Position involves sitting most of the time, but may involve walking or standing for brief periods of time.Must be able to travel as position requires.May be required to lift up to 15 lbs. For immediate and confidential consideration, please email your resume to [email removed] or call 858.683.8559More information can be found atök has been recognized as a Best Place to Work 2016! 
Ad ID: 45755463
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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