Client Service Coordinator

Job Purpose:

The Client Service Coordinator is responsible for supporting the most complex relationships between relationship officer and their clients through the client journey (TCBX). The Client Service Coordinator effectively collaborates within the team and across multiple areas of the bank to deliver consistent high-touch client service that is defect-free, timely, and caring. Exists as a resource for complex inquiries and issues. Supports other team members in resolving problems that arise.

Primary Accountabilities:

  • Client Support: Responsible for leading clients through various stages of the client journey. Enhancing the onboarding process by acting as the point person for the client. Facilitates a sense of urgency and reaction to change for goal achievement. Demonstrates experience and expertise in troubleshooting deposit and cash management related issues. Effectively leads client inquiries, pulling in necessary resources when needed and elevating client concerns, inquiries, and feedback when appropriate.
  • Collaboration: Develops deep relationships with Relationship Officers, to assist them in a thoughtful and thorough assessment of their client’s financial service needs. Works independently to execute proposals within the promised timelines and effectively collaborates with internal teams as required. Independently and collaboratively with the team, execute on identified opportunities to cross-sell products and services. Gathers feedback and responds constructively to opportunities to enhance the client experience.
  • Product and Services: Maintains exhaustive knowledge of all depository products and services, with the ability to properly assess, suggest and walk clients through proposed financial service solutions. A dependable source of knowledge and starting point for questions from Client Service Coordinators and others at the bank.
  • Documentation: Prepare and execute internal and external documentation in accordance to client request or proposal including but not limited to agreements, account forms, account analysis set up, etc. Ensure all required account documents are properly executed and retained according to all applicable banking regulations and requirements. 


Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.

Expectations, Skills & Qualifications:

  • A role model for our core values: Do the Right Thing, G.S.D. (Get Stuff Done), One Team, and Give Generously 
  • Demonstrated commitment to timely, defect free and caring customer service
  • Self-motivated and persistent in following through
  • Knowledgeable of depository and treasury management products and services and bank policies, procedures, and regulations
  • Able to perform at a high level in a fast-paced environment
  • Flexible to change in a growing organization
  • Excellent verbal and written communication skills
  • Demonstrated collaborative work style and respect for others
  • Demonstrated self-motivation and resourceful work ethic
  • Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank. 

Education & Experience:

A Bachelor’s Degree from College or University. 5-7 years of experience in customer service and/or banking in related position as teller, customer service representative or treasury management support position; or equivalent combination of education and experience.

Work Environment:

  • While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus. 
  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
  • Local travel is expected for this position

*The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tradition Capital Bank is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; sex; pregnancy, childbirth, and related disabilities; marital status; status with regard to public assistance; disability; genetic information; sexual orientation, off duty usage of lawful products; familial status; status as a patient enrolled in the marijuana registry program; membership or activity in a local commission; citizenship status; uniform servicemember status; and age; or any other protected class under federal, state, or local law.