Stock Yards Bank & Trust logo
Client Services Retail Coordinator
full-timeLouisville

Summary

Location

Louisville

Type

full-time

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About this role

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Job Title: Client Services Retail Coordinator    

FLSA Status: Exempt

Department: Retail Lending                              

Hours of Operation:  40 hours a week                     

 

General Job Summary: Daily management of assigned portfolios including, but not limited to, all new and outstanding relationships that include loans originated from the Retail Banking department.  Serve as primary contact for existing clients.

Organizational Duties and Responsibilities:

  • Supports the mission, vision and philosophy of the Bank.  Complies willingly with all organizational policies and procedures.
  • Supports all functions that maintain compliance with regulatory agencies

 

Essential Duties and Responsibilities:

  • Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers.
  • Complete loan applications in lending software and assist in preparation of approval document.
  • Ensure all documents are accurate and ready for closing and comply with bank policy requirements
  • Ensure loans are funded according to documentation within the loan package
  • Work with retail lenders on any and all banking needs, request or issues
  • Communicate effectively with customers, internal and external, either verbally or in writing
  • Review all exception reports by notifying clients, vendors or lenders of needed documentation
  • Knowledge of the bank’s loan policy and departmental procedures
  • Assist in organizing departmental events
  • Other duties as assigned

 

Working Conditions:

All job functions are performed daily indoors in an office environment using various computer applications

 

Minimum Job Requirements:

Education: High School Diploma or GED Equivalent, College Degree preferred

Experience:

  • Minimum of 1-year recent experience in related field or professional work experience in financial services industry
  • Knowledge of basic lending fundamentals

Specific Skills:  

  • Communicate effectively through writing and speaking as appropriate for the needs of the audience
  • Capability to communicate and collaborate with all levels of management and employees
  • Demonstrates active listening skills
  • Ability to maintain customer satisfaction and generate positive client relationships
  • Efficiently manage time
  • Proficient to include Word, Excel and Outlook
  • Professional appearance and demeanor

 

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Primarily sedentary work performed in an office environment
  • Ability to sit for extended periods of time while working at a computer
  • Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
  • Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
  • Visual acuity sufficient to read computer screens, printed documents, and financial data
  • Occasional standing, walking, bending, or reaching
  • Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Benefits:

  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

Other facts

Tech stack
Loan Servicing,Client Relationship Management,Loan Application Processing,Documentation Accuracy,Regulatory Compliance,Exception Reporting,Verbal Communication,Written Communication,Time Management,Microsoft Word,Microsoft Excel,Microsoft Outlook,Active Listening,Customer Satisfaction,Professional Demeanor

About Stock Yards Bank & Trust

Stock Yards Bancorp, Inc., was incorporated in 1988 as a bank holding company. It is the parent company of Stock Yards Bank & Trust Company, which was established in 1904 in Louisville, KY and now has offices in the Louisville, Indianapolis, Cincinnati & Central/Eastern Kentucky metropolitan markets. In addition to its banking operations, Stock Yards Bank & Trust Company offers a broad array of other financial services, including those of its Wealth Management Group, which provides investment management and trust services. Wealth Management and Trust ranks among the country's top 100 trust companies in terms of revenue. The bank also offers private banking and brokerage services. In addition, its mortgage company offers conventional, VA and FHA financing, as well as a program follow-income first-time homebuyers.

Stock Yards Bancorp consistently ranks among the strongest, fastest-growing community banks in the country, as measured by earnings growth and its high returns on equity and assets. The Company has been recognized by U.S. Banker on several occasions as one of the top-performing community banks in the nation. For many years now, Stock Yards Bancorp has been named to the KBW Honor Roll, an annual selection based on a bank’s 10-year performance record. Those banks recognized for the Honor Roll typically number less than 50 nationwide, and often less than 25. The Company also has received the Raymond James Community Bankers Cup several times, which recognized the top 10% of community banks in the country with assets between $500 million and $10 billion.

Member FDIC. Equal Housing Lender.

Never disclose personal/private banking information on this site.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1904

What you'll do

  • This role involves the daily management of assigned client portfolios, focusing on new and outstanding loans originated from the Retail Banking department, and serving as the primary contact for existing clients. Essential duties include assisting with loan preparation, maintenance, servicing, ensuring documentation accuracy, and communicating effectively with customers and internal partners.

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Frequently Asked Questions

What does a Client Services Retail Coordinator do at Stock Yards Bank & Trust?

As a Client Services Retail Coordinator at Stock Yards Bank & Trust, you will: this role involves the daily management of assigned client portfolios, focusing on new and outstanding loans originated from the Retail Banking department, and serving as the primary contact for existing clients. Essential duties include assisting with loan preparation, maintenance, servicing, ensuring documentation accuracy, and communicating effectively with customers and internal partners..

Why join Stock Yards Bank & Trust as a Client Services Retail Coordinator?

Stock Yards Bank & Trust is a leading Banking company.

Is the Client Services Retail Coordinator position at Stock Yards Bank & Trust remote?

The Client Services Retail Coordinator position at Stock Yards Bank & Trust is based in Louisville, Kentucky, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Client Services Retail Coordinator position at Stock Yards Bank & Trust?

You can apply for the Client Services Retail Coordinator position at Stock Yards Bank & Trust directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Stock Yards Bank & Trust on their website.