The Private Bank Client Services Sr Associate provides Clients with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Reviews and processes a variety of customer service transactions. Participates in the development of client relationships, primarily in connection with Private Bank Commercial and Consumer account level transactions. Trains and develops the Client Services & Operations Assistants. Provides routine support to Relationship Managers as needed. The role requires a strong understanding of both Commercial and Consumer products and how to service, educate and assist Private Bank Clients. Pay Range: $73,625.80 - $95,713.54 - $117,801.27 All of the functions are required for both Commercial and Consumer products and processes.
Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes.
Reviews daily reports and takes action as needed including but not limited to; High Dollars deposits, and In-clearing Checks.
Trains, mentors and develops the Operations Analysts.
Tracks and executes departmental transactions, including wire transfers, book transfers, opening accounts, and deposits in accordance with Bank standards and procedures.
Approves certain departmental transactions within predetermined authorized limits.
Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, overdraft recovery, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.
Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.
Processes and reviews changes and corrections to customer information in computer system and in the customer files.
Processes (under dual control) mail items.
Assists Clients with their banking needs including the opening of accounts and cross selling of bank products and services as appropriate.
Communicates with internal and external customers to resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.
Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards and ensures that department functions are compliant and in order as required.
Completes daily check reviews, new account documentation reviews, and BSA request responses.
Performs special projects, and additional duties and responsibilities as required.
Will provide detailed servicing and support across Commercial and Consumer accounts and products requiring knowledge of both servicing SLA's, product details and applicable regulatory requirements.
Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
Job Qualifications: Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 5+ Years of related banking experience.
Knowledge of Bank policies, procedures and products.
Computer literate with proficiency in Microsoft Word and Microsoft Excel, Commercial and Consumer operational systems including DNA, Commercial Center, Nautilus, and Dove Tail.
Strong organizational skills.
Excellent customer service skills.
Excellent verbal, written and interpersonal communication skills.
Ability to travel occasionally to branches and client locations.
