Senior Premier Client Services Associate
Core
Provide service and portfolio support to Relationship Managers and Portfolio Managers managing client portfolios for a commercial bank.
Role type
Senior IC client services associate (banking operations)
Builds
Commercial deposit and business loan accounts for business clients
Domain
Banking / Financial Services
Required skills
Account opening process, commercial account structures, loan operations, banking regulations (BSA, CIP, OFAC), deposit services, business loan services, problem loan management, collection activities, transaction processing, document preparation, client communication, time management, Microsoft Office, math aptitude, financial concepts
Preferred skills
None stated
Technologies
Microsoft Office
Responsibilities
Assist with new account opening process including document collection and client coordination; Provide sales support including document preparation, research, and client correspondence; Coordinate daily operational tasks such as fund transfers, account maintenance, wire processing, and exception handling; Resolve client issues related to deposits and business loans; Assist in loan origination and problem loan management including collection activities; Process deposit and business loan transactions accurately.
Seniority
Senior, hands-on IC