What are the responsibilities and job description for the Financial Portfolio Coordinator position at Tompkins Community Bank?
Job Overview
At Tompkins Community Bank, we are committed to providing exceptional customer service and building long-term relationships with our clients. As a Financial Portfolio Coordinator, you will play a critical role in achieving this goal by ensuring the accuracy and completeness of portfolio data.
- Work closely with the Portfolio Manager and Senior Credit Officer to ensure all financial statements are up-to-date and accurate.
- Prepare and distribute financial reports to stakeholders.
- Develop and maintain spreadsheets to track key performance indicators (KPIs).
Responsibilities
- Review and analyze financial statements to identify areas for improvement.
- Develop and implement process improvements to enhance efficiency and productivity.
- Collaborate with internal teams to resolve issues and address customer concerns.
Additional responsibilities include:
- Providing exceptional customer service to internal and external stakeholders.
- Maintaining accurate records and files.
- Staying up-to-date with industry trends and best practices.
To succeed in this role, you will need strong analytical skills, attention to detail, and excellent communication skills.
