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Private Client Contingency Officer
3 months ago
- Reviews and prioritizes requests for support received from multiple Private Client Groups via telephone and email. Coordinates response efforts and completion of tasks.
- Assesses problems reported by Bankers in servicing clients and determines most efficient and expedient method of resolution. Escalates where appropriate.
- Leads efforts to improve situations in contingency modes. Identifies trends, best practices and makes recommendations for procedural changes as needed.
- Supports Private Client Groups with client relationships, including wire transfers, new account paperwork, foreign wires, collections etc.
- May be asked to fulfill a broad range of financial center operations tasks, including:
facilitation of transaction processing, financial center proof, daily/monthly financial center reports, monthly audits, etc. - May be required to perform teller functional duties when necessary.
Requirements
- High school diploma or general education degree (GED) and one to two years of related experience.
- 0 to 3 years financial services or teller experience
- Supervisory experience (preferred)
