Commercial Support Specialist (South Lakeland/Winter Haven)

Commercial Support Specialist (South Lakeland/Winter Haven) 201 3rd Street SW, Winter Haven, FL 33880 $60,000

• $75,000 a year
• Full-time $60,000
• $75,000 a year
• Full-time At Bank of Central Florida, we believe in a client-focused approach to local banking.

All positions are committed to being self-managed and entrepreneurial, while consistently embracing growth opportunities. Employees are dedicated to engaging with other team members in peer-to-peer solutions to propel Bank of Central Florida's strategic objective of being the preferred community financial institution across Central Florida. We care about our team members, our clients, and our communities, and in doing so, our employees demonstrate servant leadership and volunteering within the community. Bank of Central Florida's team reflects the characteristics of our core values and leads by example.

POSITION OVERVIEW

The Commercial Support Specialist is primarily responsible for portfolio management of commercial banking clients. The Commercial Support Specialist provides exceptional client service through the efficient and accurate processing of a variety of financial transactions, creating positive client experiences, establishing new client account relationships, and working collaboratively with the entire team to coordinate all client service activities. This position handles phone inquiries, resolves client issues, identifies client needs, reviews the risk of transactions, builds rapport with clients and maintains a high service standard. Most of their time is spent in client-servicing activities.

DUTIES AND RESPONSIBILITIES

• Partner with assigned Commercial Banker(s) to fully service and manage their client portfolio, including but not limited to deposit account servicing, new loan closing and post-closing activities, loan account servicing, treasury management account servicing and all portfolio management activities.
• Accurately process client transactions, including but not limited to deposits, transfers, payments, and the sale of consignment items.
• Develop consultative relationships with clients in order to add value by delivering appropriate banking solutions.
• Collaborate effectively with partners to identify opportunities and deliver exceptional client service.
• The ability to proactively promote and explain all Commercial Banking products and services offered through the bank.
• Required to be fully knowledgeable and skilled in the areas of client services, opening and monitoring DDA, lines of credit, knowledge of the commercial credit process.
• Support marketing efforts to promote the bank's products and services.
• Request and follow up to gather any required financial information from clients as well as creating and updating the Bank's electronic records in a timely manner.
• Utilize knowledge of the Bank's products and services to effectively meet the needs of our clients, referring to the appropriate partners for additional services when required.
• Demonstrate ongoing learning agility by actively participating in continuing education opportunities.
• Consistently provide a high level of client service, both internally and externally, representing the Bank professionally, efficiently, and tactfully.
• Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records and maintaining appropriate records.
• Adhere to the Bank's policies and procedures and all Federal and State laws and regulations.
• Perform any other duties, as assigned.

COMPETENCIES

Collaborative and Team Oriented:

Fosters a culture of teamwork and collaboration by developing, maintaining, and strengthening partnerships with others to accomplish work goals and solutions that all team members can support.

Detailed Oriented:

Exhibits strong organizational skills, time management, and attention to detail. Intermediate skills with Microsoft Office suite, specifically Outlook, Word, and Excel.

Adaptable:

Adapts well to changes in work assignments and priorities. Approaches change positively and adjusts behaviors accordingly.

Communication:

Demonstrates strong interpersonal communication (verbal, written, and nonverbal) with internal and external clients. Uses active listening skills and communicates with honesty, integrity, and trust. Demonstrates high level of professionalism. Projects an approachable demeanor.

Self-Motivated and Continuous Learning:

Demonstrates initiative, accountability, and a high level of productivity. Committed to professional development through self-motivation, education, seminars, webinars, and other learning activities. Introduce new knowledge and skills on the job. Ability to learn and perform new duties and responsibilities.

Critical Thinking and Problem Solving:

Exhibits an inquisitive nature.

Identifies issues and opportunities. Gathers information, analyzes issues, examines ideas from multiple perspectives, and solves problems in a timely manner with accuracy, clarity, logic, and open-mindedness.

Creativity and Innovation:

Generates innovative solutions and ideas for improvement and efficiencies.

Service and Quality Focus :

Values and earns client trust and respect through meeting and exceeding client expectations. Takes personal responsibility for resolving service problems. Presents in a positive manner with clients both internal and external.

Self-Awareness:

Maintains awareness of emotions and uses this information to guide one's thinking and actions within a context of appropriate work behavior and performance, including periods of stress and adversity. Recognizes personal and professional strengths and limitations, areas for growth, and resources for improvement.

EDUCATION AND QUALIFICATIONS

• High school diploma or equivalent education. Bachelor's degree preferred.
• Minimum five years of banking experience.
• Deposit and/or Loan Operations experience preferred.
• Minimum three years of prior work related experience in commercial lending support, loan administration, or real estate loan documentation or related legal experience required.

WORKING ENVIRONMENT AND PHYSICAL ACTIVITIES

• General office environment that requires the extensive use of arms, hands, and fingers.
• Frequently required to sit / stand for extended periods of time, reach with arms and hands, stand, walk, stoop, talk and hear.
• May be required to lift and/or move up to 20 pounds.
• All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

EEO:

Disabled/Vets Job Type:

Full-time Pay:

$60,000.00

• $75,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Shift:

8 hour shift

Education:

High school or equivalent (Required)

Experience:

Banking:

5 years (Required)

Deposit or Loan:

3 years (Preferred) commercial support, loan admin or real estate loan doc: 3 years (Preferred)

Work Location:

In person