Client Services Representative, Servicing
Core
Supports all client requests originating within the Private Bank Service Team by interacting with internal and external clients to provide customized solutions.
Role type
Client Services Representative (Private Banking)
Builds
Customized solutions for Private Banking clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
attention to detail, organizational skills, interpersonal skills, analytical problem-solving, adaptability
Preferred skills
prior bank operations experience, financial services experience
Technologies
loan process/system
Responsibilities
Interact daily with internal and external clients; Partner with Sales, Portfolio Management, and Compliance teams; Provide premier client experience; Enhance current processes with operations teams; Participate in assigned projects