Commercial and Consumer Banking Associate

3 days ago


New York, New York, United States Disability Solutions Full time

Job Summary

The Private Bank Client Services Sr Associate provides exceptional financial services to clients, ensuring prompt and professional interactions. This role requires expertise in commercial and consumer products, enabling the associate to effectively service, educate, and assist private bank clients.

Key Accountabilities:

  • Execute wire transfers, book transfers, and deposits in accordance with bank standards and procedures
  • Approve departmental transactions within predetermined authorized limits
  • Process various transactions, including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance, and claims

Essential Skills:

  • Computer literacy with proficiency in Microsoft Word, Excel, and commercial/consumer operational systems
  • Strong organizational skills and excellent customer service abilities
  • Ability to travel occasionally to branches and client locations

Estimated Salary: $43,000 - $60,000 per year



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