Hybrid Client Service Coordinator III bei Foresight Financial Group, Inc.

To see specific benefits offered by Foresight Financial Group, Inc. and its subsidiary banks, please visit the following link: Foresight Financial Group, Inc. - Career Centers.

Organization Overview:

Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee.   Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve.

Position Summary:

The Client Service Coordinator III will function as an advanced level client relationship and operational support resource within the Commercial Banking team. They will serve as the primary point of contact for a portfolio of commercial clients with complex needs and partners closely with Bankers, Loan Coordinators, and other departments as needed.  The CSC III also provides peer-level mentorship to the rest of the Client Service Coordinator team and support of initiatives and training for the Client Service Coordinator Lead.

Primary Responsibilities:

1. Understands Commercial banking products and services in order to converse knowledgeably and professionally with clients and prospects.
2. Maintains professional and consistent communication with clients in all written, telephone, and in-person contacts, taking the initiative to resolve clients’ requests.
3. Serve as the main servicing contact for assigned high-level Commercial Banking clients, including handling complex service requests and navigating internal departments on the client’s behalf.
4. Partner with Bankers to prepare for and support loan closings, including pre-closing due diligence, coordination of loan documentation, and accuracy review.
5. Support overdraft decision-making and manage proactive client outreach for overdrawn and past-due accounts within the assigned portfolio.
6. Mentor and provide guidance to CSC I and II team members when needed, including the assistance of onboarding and local training of new CSC staff. 
7. Supports CSC Lead with implementation actions to improve customer service and the Commercial Banking Group’s efficiency, effectiveness, and continuity. 
8. Participate in Market Client Services initiatives or task forces focused on process improvement, documentation efficiency, or service excellence.
9. Collaborate with Operations, Compliance, and other internal departments to resolve client issues, ensuring adherence to bank procedures and regulatory standards.
10. Represent the Bank through participation in select community and business activities that promote client engagement and enhance visibility. 
11. Undertakes special projects and/or assignments as needed. 
12. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.

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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Customer Service: Champions superior treatment of customers by responding promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments; and manages difficult or emotional customer situations.

Personal Effectiveness/Credibility: Appropriately use technology, interpersonal communication, written presentation to accomplish tasks and collaborate with others.   Provide work outcomes that are thorough, timely and accurate.

Organizational: Focus, plan, and prioritize work in a systematic way to complete tasks accurately.  

Adaptability: Adapts to change, open to new ideas and responsibilities.

Technical: Proficiency in usage of Microsoft 365 and Jack Henry.  Knowledge of loan documentation process and treasury management concepts.

Position Performance Standards:

Accurate processing and documentation of new accounts, processing of customer transactions and maintenance per approved procedures.

Requests and monitoring of initial documents completed within 48 hours.

Contribute to the market meeting loan growth, non-maturity deposit growth and fee income goals. 

Performance Weightings:

40%  Competencies

60%  Position Performance Standards and Personal Goals

Qualifications:

High school diploma or equivalent required with Bachelor degree preferred. 5+ years in a commercial banking client services role  and 3+ years in a leadership or mentoring position; or equivalent combination of education and experience. Possess valid driver’s license, reliable transportation and adequate auto insurance.
 

Physical Demands and Work Environment: 

This job operates in a clerical office setting.  This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  This position requires manual dexterity.  While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.