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Senior Banking Client Consultant
2 months ago
Position Overview:
The Senior Client Associate plays a pivotal role in providing outstanding banking solutions to clients of financial institutions.
Key Responsibilities:
- Greet clients and prospective clients to cultivate strong relationships and drive new business opportunities.
- Handle account setup, maintenance, and service requests for both new and existing clientele.
- Ensure accurate documentation for various lending products and assist in resolving credit and payment concerns.
- Maintain data integrity across multiple platforms and records.
- Deliver continuous support to clients by addressing inquiries and fulfilling requests.
- Execute operational duties for the Private Client Group.
- Monitor transactions and documentation to mitigate fraud risks.
- Encourage the adoption of additional products and services as appropriate.
Qualifications:
- High school diploma or equivalent.
- A minimum of 3 years of experience in the banking sector.
- Familiarity with financial products, services, and regulatory compliance.
- Excellent interpersonal and communication abilities.