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Client Services Representative

2 months ago

Raleigh, United States First National Bank of Pennsylvania Full time
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future.

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Position Title: Client Services Representative

Business Unit: Multiple

Reports to: Varies Based on Assignment

Position Overview:

This position is primarily responsible for providing administrative support, client service and client accounting. The Client Service Representative (CSR) supports specific client service positions in Wealth Management including Wealth Advisors, Client Advisors and Portfolio Advisors. The CSR is responsible for coordinating communication between Wealth Team members, clients and prospects. The position also requires the production of client and prospect presentation, as well as general administrative duties.

Primary Responsibilities:

Provides direct, unsupervised client contact and support for the overall regional book of business. Provides support as needed to assigned Wealth Team members and client accounting for the entire regional book of business.

Coordinates communication between Wealth Team members, clients and prospects. Prepares account set up paperwork, client presentations and transfer documentation and initiates follow-up with clients and prospects.

Performs front office transaction processing, quality control of account entries and maintenance and processing of statements for the regional book of business. Reviews and acts on daily activity and work queues.

Provides assistance to Wealth Team members in researching transactional items and client and interested party inquiries.

Prepares reports as needed for Wealth Team members for account servicing efforts.

Coordinates client and prospect event planning.

Provides administrative services such as filing, mailing, answering phones, typing, expense report preparation and general office duties.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation‘s risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Associates preferred. Experience in trust accounting systems, and knowledge of banking and trust policies and procedures.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.