Job Abstract

Job ID

2024-11238

Category

Commercial Banking/Corporate Banking

Position Type

Full-Time

We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.

• Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
• Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
• Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
• Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank’s deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
• Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
• Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
• Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
• Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.

• High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate’s degree in related field with two years of customer service experience.
• Familiar with new account opening process and commercial account structures.
• Possess basic knowledge of loan operations.
• Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
• Strong customer service contact handling skills.
• Ability to manage high-volume inquiries in a timely manner.
• Strong organization skills.
• Ability to complete all core trainings.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Possess math aptitude with ability to grasp general accounting and financial concepts.