Senior Client Associate Private Bank
 Cadence Bank | |
 United States, Texas, Houston | |
 Jan 15, 2025 | |
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Description
General Description/Overall Duties & Responsibilities Provide high level support for Private Banker(s) including: Overall concierge client service, including contacting clients, receiving client calls, client research requests and problem resolution Handle daily account maintenance tasks such as overdrafts, credits only and account transfer requests. Serve as a main point of contact between client and relationship manager Customer Service Work closely with internal/external partners to ensure the client requests are completed in a timely manner. Initiate domestic and international wire transfers Onboarding for new clients Perform administrative tasks such as submitting expense reports, making reservations, scanning and submitting documents Lending Specific Provide lending support to the relationship manager, duties include but are not limited to: processing loan requests on new or existing loans; prepare and review loan documentation; gather client information related to the loan request; process loan advances and payment requests Submit loan information into loan origination system and monitor process through loan documentation and loan booking Monitors upcoming loan maturities (request and collect underwriting information from clients) Monitor/manage loan exceptions (credit and documentary), past dues and upcoming maturities Perform loan maintenance - set up auto-debit, research, loan extensions, etc. Skill & Qualifications At least 7-10 years of banking experience, preferably in wealth management Knowledge of consumer and commercial loans Proficient in Microsoft Office, such as Word, Excel and PowerPoint The ability to handle several tasks simultaneously & efficiently while maintaining quality and meeting deadlines Strong prioritization and time management skills 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)
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