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Customer Relations Specialist
2 months ago
The Client Service Representative plays a crucial role in managing the deposit and loan portfolio for both individual and business clients at BNY Mellon.
Key Responsibilities:
- Adherence to audit protocols
- Execution of internal and wire transfers
- Processing loan draw-downs for clients
- Establishing and managing new accounts in a centralized system
The Client Service Representative is tasked with fostering and nurturing relationships with both internal and external clients to effectively address client needs and resolve potential issues.
An understanding of banking products, services, and delivery mechanisms is advantageous. The representative will serve as a primary contact for clients and internal business units, ensuring timely completion of client requests and problem resolution.
With the support and guidance of the Banking Services Client Servicing Manager, Unit Manager, and senior team members, the Client Service Representative will have the opportunity to positively impact client relationships.
Additionally, the Client Service Representative should demonstrate the ability to engage effectively with professionals at all levels, both internally and externally, to provide accurate responses to inquiries and ensure compliance with provided instructions.
The successful candidate will have 1-3 years of experience in client service, preferably in the financial services industry.A Bachelor's Degree is preferred.
BNY Mellon is committed to creating a diverse environment and is proud to be an equal opportunity employer. We celebrate diversity and are dedicated to creating an inclusive environment for all employees.
Our goal is to build a global team that reflects the diverse talent, clients, and communities we serve, empowering our team to perform at their best.
We promote well-being and a balanced lifestyle, offering a variety of family-friendly and inclusive employment policies and employee forums.#J-18808-Ljbffr