Client Services Specialist
Core
Provide service and portfolio support to Relationship Managers and Portfolio Managers in the C&I/Structured Finance banking group, handling new account openings, daily operational tasks, and client inquiries.
Role type
Client Services Specialist (Commercial Banking)
Builds
Commercial deposit accounts and related banking services for clients
Domain
Commercial Banking / Financial Services
Required skills
Customer service, multi-tasking, prioritization, internal application mastery, effective communication, KYC onboarding familiarity, problem solving, analytical skills, Microsoft Office proficiency
Preferred skills
Familiarity with commercial account structures, ability to work within set timelines
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Assist in new account opening processes for deposit services, coordinate with BSA/Compliance for due diligence and document collection, act as a point of contact for client questions and concerns, coordinate with internal departments for daily account maintenance (transfers, payments, wires, exceptions), resolve account issues and overdrafts, handle fee waivers and refunds, perform administrative duties for client portfolio maintenance
Seniority
Entry-level to Junior