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Client Services Associate

2 months ago

Pittsburgh, Pennsylvania, United States Tscbank Full time

Client Services Associate - Modifications & Fulfillment

Department: Private Banking Service Team

Overview of the Role:

The Client Services Associate plays a pivotal role in managing the Private Banking loan account lifecycle, ensuring exceptional service delivery and support to clients. This position entails focusing on specific functions within the Private Banking Service Team, including the processing of modifications and the initiation of client loans through the bank's internal systems. Effective collaboration with various stakeholders such as Sales, Portfolio Management, Compliance, and Financial Advisors is essential to guarantee a superior client experience.

Main Responsibilities:

  • Accurately record client information in loan applications and oversee the loan process through to completion, including closing and booking.
  • Work collaboratively with the Private Banking Service Team to respond to client inquiries.
  • Engage with multiple stakeholders, including relationship managers, sales personnel, portfolio managers, and compliance officers, to facilitate each transaction.
  • Consistently deliver an outstanding client experience.
  • Collaborate with various teams within the bank to enhance existing processes.
  • Actively participate in designated projects.

Requirements:

  • Bachelor's Degree or equivalent education and experience.
  • A minimum of 4 years of experience in the financial sector, with at least 2 years in banking operations or client service roles.

Key Skills and Qualifications:

  • Strong organizational and prioritization skills to ensure timely task execution.
  • Excellent interpersonal and communication skills.
  • Proficiency in Microsoft Office is advantageous.
  • Attention to detail, knowledge of loan processes and systems, and understanding of lending regulations.
  • Analytical and problem-solving capabilities.
  • A strong work ethic and self-motivated approach.
  • Ability to thrive in a fast-paced, team-oriented environment and adapt to shifting priorities.

Equal Employment Opportunity:

Tscbank is committed to providing equal employment opportunities without regard to race, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other legally protected categories.