
Commercial Client Specialist
2 days ago
At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization – this is an exciting time to get on board
We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees:
- 12 Paid Holidays
- Generous Paid Time Off
- 4% Match on our 401(k)
- Medical, Dental and Vision Benefits
- 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability
Key Responsibilities and Accountabilities
The Commercial Client Specialist III is the main point of contact for commercial clients. S/he will be responsible for client onboarding, opening new accounts, collecting loan due diligence and providing support to RMs and PMs. The Commercial Client Specialist III will facilitate the accurate and timely closing and funding of commercial credit transactions. Incumbents will be assigned a portfolio of commercial clients for on-going service and administration.
- Serves as the primary contact for commercial clients in a concierge-like Relationship Management model and plays a key role in maintaining and ensuring customer satisfaction.
- Understands CIP policies and procedures, BSA, and all due diligence required to open deposit accounts for clients and recommends bank products/services to meet those opportunities.
- Provides customer service to their portfolio of clients including account maintenance, wire processing, exception monitoring, and other servicing items.
- Assists RM/PM with post-approval due diligence for loan closings. Works directly with borrower to collect outstanding items.
- Directly contributes to the production of the commercial team by communicating with sales, credit, external partners, and 3rd party vendors to ensure the bank meets the closing date and time expectations of the borrower.
- Understands credit packages and what is needed to close; work with attorneys and closing. department to ensure closing matches loan approval and documentation is correct.
- Advises sales and credit of obstacles that may impede meeting client expectations. Coordinates booking and funding of loans with Loan Operations.
- Reviews and processes advances.
- Reviews status of current accounts to include, but not limited to, past due payments, tracking of insurance, tracking of maturities/renewals, and interacting with clients.
- Work closely with Relationship Managers (RM) and Portfolio Managers (PM) to ensure satisfactory on-going monitoring of loans to clients and assist with timely collection of financial statements.
- Self-motivated, with little need for direct supervision; sets the standard for performance.
Working Conditions
- This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment. The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location; occasional evening and weekend work may be required. Flexibility with work location and hours may be granted if circumstances permit.
Qualifications Summary
Education
- Associate's degree in Business or equivalent work experience.
Experience
- Minimum 5-7 years' experience in a financial institution supporting commercial clients.
- Experience and demonstrated ability in understanding complex loan structures.
- CSI and LaserPro experience preferred.
Knowledge & Skills:
- High attention to detail and accuracy
- Strong analytical skills
- Track record of effective collaboration and teamwork
- Ability to adapt with changing guidance
- Strong verbal, written, and interpersonal communication skills.
- Proficient in Microsoft Office applications, including Excel and Word.
- Proven intermediate math and basic accounting skills.
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 with or without notice.
(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at )
Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran
Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.
#J-18808-Ljbffr-
Commercial Banking Professional
2 days ago
Maitland, New South Wales, Australia beBeeCustomer Full time $96,000 - $124,000Job OverviewThe Commercial Client Specialist plays a vital role in maintaining and ensuring customer satisfaction. This position is responsible for client onboarding, opening new accounts, collecting loan due diligence and providing support to Relationship Managers and Portfolio Managers.">Key Responsibilities:Serves as the primary contact for commercial...
-
Urgent: Commercial Insights Analyst
2 weeks ago
Maitland, New South Wales, Australia AssistRx Full timeUnder the direction of the director of sales operations, the commercial insights analyst is a high-visibility, high-impact role that supports the Commercial team with actionable data, reporting, and forecasting to drive sales strategy, client performance insights, and business planning. You'll work directly with senior leaders to translate complex data into...
-
Data Driven Commercial Strategy Expert
7 hours ago
Maitland, New South Wales, Australia beBeeStrategist Full time $90,000 - $120,000Commercial Insights RoleThis commercial insights role supports the Commercial team with actionable data, reporting, and forecasting to drive sales strategy, client performance insights, and business planning under the direction of senior leaders.You will work directly with senior executives to translate complex data into decision-ready insights that shape...
-
Senior Financial Services Representative
2 days ago
Maitland, New South Wales, Australia beBeeCommercial Full timeJob Description:We are seeking an experienced Commercial Client Specialist to join our dynamic team. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work independently in a fast-paced environment.As a Commercial Client Specialist, you will be responsible for providing exceptional customer...
-
Customer Engagement Specialist
2 days ago
Maitland, New South Wales, Australia beBeeEngagement Full time $49,000 - $70,000Customer Engagement SpecialistAs a Customer Engagement Specialist, you will play a pivotal role in helping homeowners make informed decisions about energy-efficient windows. Your primary responsibility will be to engage with potential customers, educating them about the benefits of our products and scheduling appointments for our sales team.Your key...
-
Senior Clinical Specialist
13 hours ago
Maitland, New South Wales, Australia beBeeNeuropsychologist Full time $100,000 - $120,000Job Title:Senior Clinical Specialist - NeuropsychologyAs a highly skilled neuropsychologist, you will play a critical role in providing expert assessment and intervention services to our clients. You will have the opportunity to work with complex cases, utilizing evidence-based practices to make a meaningful impact.Key Responsibilities:Conduct comprehensive...
-
Maintenance Specialist
2 days ago
Maitland, New South Wales, Australia beBeeMaintenance Full time $75,000 - $110,000Job Title: Maintenance TechnicianJob Overview:We are seeking a skilled and reliable maintenance technician to join our team. The successful candidate will be responsible for performing general maintenance functions, including painting, plumbing, electrical work, light carpentry, property trash-outs, unit turns, drywall repairs, ceiling fan and light fixture...
-
Strategic Procurement Specialist
2 days ago
Maitland, New South Wales, Australia beBeeProcurement Full time $90,000 - $120,000Procurement ProfessionalThis role puts you at the centre of purchasing for a specialist manufacturer, where your technical know-how and supplier relationships will directly influence success.About the PositionThis is not a typical buyer role. It's a hands-on, end-to-end purchasing position where your technical understanding of industry and manufacturing will...
-
WC Senior Claims Professional
2 days ago
Maitland, New South Wales, Australia beBeeClaims Full time US$74,300 - US$121,700Claims Resolution SpecialistWe are seeking an experienced Claims Resolution Specialist to fill this role.This position involves handling commercial line Workers Compensation claims of moderate to high exposure and complexity, ensuring that claims are handled in the most efficient, effective way while delivering a customer-centric service.The successful...
-
Lead Design Specialist
2 days ago
Maitland, New South Wales, Australia beBeeDesign Full time $150,000 - $180,000About the RoleWe are seeking a highly skilled Lead Design Specialist to join our team. As a technical leader, you will be responsible for coordinating overall design activities, project submission schedules, and QA/QC duties to ensure the final product meets technical requirements and client goals.Key Responsibilities:Perform independent planning and design...