Client Relationship Associate
2 weeks ago
Position Title: Private Client Associate
Department: Private Banking
Location: Hybrid (Remote and Office)
Market: Mid Atlantic
Weekly Work Hours: 40
Qualifications:
Minimum of an Associate's Degree with at least three years of relevant experience, or a Bachelor's Degree in a related discipline is required.
Prior customer service experience is essential.
Role Overview:
The Private Client Associate plays a vital role in supporting Private Banking operations. Responsibilities encompass business processing, customer service engagement, and various banking operational tasks.
Customer Service Expertise:
Demonstrated strong interpersonal and communication abilities are crucial.
Capability to manage challenging and sensitive business scenarios.
Commitment to delivering a service level that distinctly sets us apart from competitors.
Ability to effectively multitask throughout the workday.
Interpersonal Proficiencies:
Exhibit a professional demeanor in appearance, interactions, work ethic, and attitude.
Possess clear, concise, and effective written and verbal communication skills.
Attention to detail is imperative.
Ability to engage professionally with bank personnel, business partners, clients, and prospects.
Key Responsibilities:
Manage all incoming service requests from clients.
Provide phone support when bankers are engaged in sales activities.
Maintain a thorough understanding of Private Banking product offerings.
Process consumer and commercial loan requests.
Assist with the account origination process, particularly regarding loan documentation and internal system bookings.
Support the credit renewal process, including monitoring upcoming maturities and line exception reports.
Facilitate the deposit account opening and closing procedures.
Address client needs related to loan and deposit account inquiries and electronic banking services.
Coordinate and prepare marketing and account review materials.
Additional Requirements:
Ability to gain knowledge of core lending and deposit products and systems.
Willingness to develop a fundamental understanding of bank services and operations.
Must be prepared to register and maintain compliance with the Nationwide Mortgage Licensing System and Registry (NMLS) as per S.A.F.E. Act requirements.
Ability to perform calculations involving discounts, interest, percentages, ratios, returns, and fractions.
Capacity to follow detailed written and verbal instructions with common sense understanding.
Proficiency in Microsoft Office applications, including Outlook, Word, and PowerPoint.
Ability to become adept in various other systems.
Maintain confidentiality at all times.
Strong organizational and planning skills are essential.
Self-motivated and an excellent team player.
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