PC Client Specialist

Provide full-service banking operations for high-net-worth clients under general supervision, supporting Private Banking Relationship Managers. Review and fund loans, manage client portfolio exceptions, and assist with deposits, overdrafts, and line-of-credit withdrawals. Communicate with clients and external professionals, coordinate appraisals and required filings, and support loan closing with Loan Processing and legal documentation. Train on loan documentation/funding and LaserPro to ensure smooth, standards-driven client service.