Commercal Loan Specialist

Robert Half
Plano, TX Temporary
POSTED ON 3/22/2023 CLOSED ON 3/31/2023

What are the responsibilities and job description for the Commercal Loan Specialist position at Robert Half?

The Commercial Bank Middle Office is a global team of over 1,500 employees responsible for providing clients with a world-class banking experience from the moment they are onboarded as clients and through the lifetime of their relationship with the firm.


Commercial Bank Client Service is a global team of over 800 employees who deliver proactive solutions and provide support for banking and treasury products to Commercial Bank clients.


In your first six months, you will -

Participate in a structured New Hire Training program that will provide you with the tools you’ll need to service our clients

Engage with senior leaders to review our Vision and Strategy

Begin to build your brand and establish valuable relationships

Begin to learn our Products and how our clients use them

Gain experience through shadowing skilled and knowledgeable peers

Start servicing your own portfolio of clients

 


Ultimately you’ll be expected to own our client’s service experience, end-to-end. This includes:

Developing a relationship with your clients by learning about their organization, business priorities, culture and operating model

Proactively suggesting products and capabilities that will continually add value for the client

Protecting the client and our firm by following policies and procedures for client requests, and escalating concerns to your manager

Communicating with clients and partners in a proactive, professional manner that anticipates their needs and questions

Taking ownership of issues, acting with a sense of urgency to resolve them and understand how they were caused

Organizing and prioritizing your time effectively, balancing competing demands

Collaborating with others, contributing to the success of the team by sharing your insights and ideas and welcoming feedback

Deepening your knowledge of financial services by participating in ongoing training to stay current with products or services that may impact the way we or our clients do business

 

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth: 

·      Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

·      Help the community through expansive volunteer opportunities



Requirements

What you will need to be successful:

·      Passion for delivering a consistent, stellar client and partner experience

·      Comfort in a fast paced, dynamic, client-facing environment

·      Effective time management skills, including the ability to multitask, prioritize, work under pressure, and meet tight deadlines

·      Excellent verbal and written communication skills, with the ability to tailor your message to the audience and use clear and concise language

·      Strong interpersonal and influencing skills, helping you to establish credibility and partner with colleagues

·      College degree preferred, and / or 4 years of experience in client service, hospitality, operations, technology, sales or portfolio management. Financial services experience is a plus

Salary : $30 - $34

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