What are the responsibilities and job description for the Senior Client Relationship Specialist & Trainer position at First Business Bank?
Description
Position at First Business Bank
Join the winning team at First Business Bank as a
Senior Client Relationship Specialist & Trainer!
First Business Bank is a Top Workplaces USA company, learn morehere.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
Work Model : 3 days per week in office, at either our Madison or Brookfield Bank location
The Senior Client Relationship Specialist & Trainer will report to the Client Relationship Specialist Manager and is responsible for developing and implementing a training program for a dynamic team of Client Relationship Specialists ("CRS"). With support from the CRS Manager, the Client Relationship Specialist & Trainer will identify training and development needs, ensuring processes and procedures are consistent across all markets.
The Senior Client Relationship Specialist & Trainer plays a crucial role in servicing the overall commercial loan portfolio. This position involves coordinating autonomously and effectively prioritizing tasks to meet multiple, various, and shifting deadlines. The role requires an understanding of the renewal process, clearing outstanding memos or exceptions, and advising on the necessary information needed to close new or renewed loans or modify terms according to Bank policy and procedure.
The Senior Client Relationship Specialist & Trainer works closely with a Banker, supporting them in a timely, accurate, and concise manner. This includes ensuring deadlines for new loan closings are met, renewals are processed promptly, and outstanding memos and exceptions are addressed within goal ranges with support from peers.
Key Objectives & Responsibilities
- Team Training, Development, Process Oversight & Improvement (40%)
Design, develop, implement, and own CRS training program and materials.
Assess the training needs of the team.
Professional support teamed with a Banker within a Market.
Lead by example to set standards of successful relationships in supporting officers and clients.
Lead on Loan Approval Management Platform (LAMP) and related loan workflow systems, including ongoing process improvement implementation and training.
The successful candidate should have :
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.
