Client Services Associate

3 days ago


Pittsburgh, Pennsylvania, United States First National Bank Full time
Job Title: Client Services Associate

We are seeking a highly skilled and detail-oriented Client Services Associate to join our Private Banking team. As a Client Services Associate, you will be responsible for providing exceptional customer service to our high net worth clients, ensuring their banking needs are met and exceeded.

Key Responsibilities:
  • Provide client service support on all account inquiries, including loans, online banking, and mobile banking.
  • Engage in all functions of a consumer loan from application to closing.
  • Complete and maintain client documentation files for all assigned consumer and commercial loans.
  • Open private banking depository accounts and provide corresponding client support on deposits and maintenance activities.
  • Maintain all records and clear associated KYC exceptions promptly.
  • Originate wire transfers based on client instructions.
  • Assist in the preparation of various management reports and provide CRM system profile and certain other inputs.
Requirements:
  • High school diploma or equivalent required.
  • 3+ years of experience in banking operations or a related field.
  • Excellent customer service skills and ability to work in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Ability to use general office equipment and software, including MS Word, Excel, and PowerPoint.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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