Client Associate

ServisFirst Bancshares
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Organizational skills","Time management","Communication","Client service"]

Provide administrative support to bank officers by assisting with client requests, scheduling appointments, coordinating resources, and gathering loan documentation. Review documents for completeness and inconsistencies, prepare and submit loan packages for underwriting/approval/closing, and respond to phone and email inquiries on the officer’s behalf. Serve as a single point of contact for coordinating responses across parties while maintaining ongoing client relationship servicing and supporting compliance.

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ServisFirst Bancshares
ServisFirst Bancshares
56 minutes ago

Client Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 50 minutes agoStatus: Live

Job Summary

Provide administrative support to bank officers by assisting with client requests, scheduling appointments, coordinating resources, and gathering loan documentation. Review documents for completeness and inconsistencies, prepare and submit loan packages for underwriting/approval/closing, and respond to phone and email inquiries on the officer’s behalf. Serve as a single point of contact for coordinating responses across parties while maintaining ongoing client relationship servicing and supporting compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Assist bank officers with responses to client requests, scheduling appointments, coordinating resources, and gathering loan documentation and related reports.
  • •Interact directly with clients and vendors to obtain necessary loan documentation and examine documents to identify missing or inconsistent information.
  • •Prepare and submit loan packages for underwriting, approval, or closing based on loan type and officer needs.
  • •Provide ongoing relationship servicing for current clients and respond to telephone and email inquiries on behalf of the officer.
  • •Coordinate responses among multiple parties, advise the officer on client requests (e.g., fee waivers/overdrafts), and ensure compliance with applicable regulations and policies.

Key Requirements

  • •High school diploma (or equivalent); some college preferred.
  • •Administrative experience; financial services environment preferred.
  • •Experience interacting directly with clients/vendors and researching/resolving issues.
  • •Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
  • •Knowledge of loan documents, approval process, and general bank policies and procedures.
Experience:Financial services
Education:High School
Skills:Organizational skillsTime managementCommunicationClient service
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Company Brief

ServisFirst Bancshares
Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Birmingham, United States
Founded: 2005
WebsiteLinkedIn