As the Private Banking Client Services Associate, you will manage and monitor the workflow for high net worth clients to provide prompt, accurate and courteous responses to internal and external Private Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.
*What you’ll do as a Private Banking Client Services Associate*:
* Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.
* Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed.
* Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.
* Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes.
* Approve monthly/quarterly branch certifications and monitor department time and duties.
* Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures.
* Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary.
* Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures.
* Identify and report suspicious activity to the Anti-Money Laundering Officer.
* Know and verify the identity of any client who enters into a relationship with the Bank
*Qualifications*
You could be a great fit if you have:
* banking experience and knowledge of client services operations
* Proficiency in Microsoft Office, Total Plus, BISYS, OnBase and other bank software
* Strong organizational skills and the ability to multi-task and prioritize workloads
* Effective written and verbal communication skills
* The ability to work effectively with team members of all levels to maximize the customer experience and to resolve client needs
#INDBOS
Job Type: Full-time
Pay: $60,000.00 – $85,000.00 per year
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Los Angeles, CA 90001: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Banking: 1 year (Preferred)
Work Location: One location