29 days old
2018-06-182018-07-18

Client Relationship Coordinator

Metropolitan Capital Bank and Trust
Chicago, IL 60611
Client Relationship Coordinator 


Responsibilities:



  • Act as a liaison between our Private Capital Manager team and the Treasury Solutions team within the Bank. 

  • Own the account management process from beginning to end by:

    • Opening accounts in the core banking system

    • Collecting and ensuring completeness of the information submitted

    • Setting up and maintaining online banking profiles 

    • Checking website daily to open accounts through Original Tech

    • Account Paperwork Generation

    • Closing accounts



  • Act as first point of contact for the Private Capital Manager Team regarding deposit account maintenance with the following responsibilities

    • Account officer updates

    • ARM updates

    • New or updated Signers

    • Waiver of fees and or interest adjustments

    • Change in address

    • Statement Support 

    • Debit / ATM Card ordering 

    • Check ordering



  • Provide timely and proper resolutions to the Private Capital Manager Team regarding client questions and/or concerns 

  • Assist in overall departmental strategy including the implementation of key technology

  • Additional tasks as needed

     



Essential Skills:



  • Bachelors degree preferred 

  • Excellent interpersonal, verbal, and, written communication skills with high professionalism 

  • Must be organized with a great eye for detail

  • Ability to learn quickly and is comfortable with a fast-paced work environment

  • Ability to manage multiple simultaneous projects and work assignments from a variety of staff and volunteers. 

  • Experience working with Microsoft Office Suite



OTHER NOTES


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 team member for this job. Duties, responsibilities and activities may change at any time with or without notice.  Applicant will be encouraged to participate in Metropolitan Capital company-wide initiatives.


 


Metropolitan Capital Offerings:



  • Competitive compensation packages that often include annual bonuses, restricted stock, and options

  • Premium medical benefits with Blue Cross Blue Shield, Principal Dental, and VSP

  • Fully vested 401k Retirement plan 

  • Fully Stocked Kitchen 

  • Team Outings & Barbeques

  • Annual, interest free wardrobe loan

  • Monthly massages and meditation meetings 

  • Telecommuting 

  • Education Reimbursement

  • 13 weeks paid maternity leave 

  • Volunteer Time off & Donation Matching

)

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Client Relationship Coordinator

Metropolitan Capital Bank and Trust
Chicago, IL 60611

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Metropolitan Capital Bank and Trust
Chicago, IL
US

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