International Banking Organization is seeking a Full-Time Client Services Associate
The Client Service Associate is in charge of providing superior service to our portfolio of existing Middle Market Commercial Banking clients and support the prompt and seamless on-boarding of new clients.
A Client Service Associate is the team’s “Most Valuable Player”; a self-starter with an entrepreneurial spirit and a client first approach.
Responsibilities:
Provide exceptional customer service catering to the unique needs of commercial bank clients, offering custom tailored solutions and ensuring positive outcome with every customer interaction.
Navigate the bank units on behalf of the client to minimize touch points and maximize responsiveness and customer experience.
Support a fast and smooth account on boarding process from customizing account opening documents, compliance review and ongoing account maintenance.
Effectively interact with internal stakeholders in the Bank for matters related to account activity, investment opportunities, compliance and all other customer relations matters.
Provide administrative support to CSA Manager and complete special projects, as assigned, in a timely and professional manner.
Other projects and responsibilities may be added at management’s discretion.
Requirements:
Competencies:
Strong communication and interpersonal skills, including ability to build relationships with clients and market products.
Detail oriented, highly organized and accurate.
Ability to Multitask and support multiple RMs and accounts Ability to work with and keep information confidential.
Act as first point of customer contact for account servicing matters.
Project confidence and professionalism to customers.
Technical Skills:
Strong PC skills
– MS Office applications, specifically Word, Excel & Outlook.
Knowledge of FIS banking systems preferred and ability to quickly learn all the Bank’s systems.
Knowledge of basic KYC processes and diligence, corporate structures / company organization charts and account opening documents.
Experience Needed:
2 + Years related educational/business experience.
Banking experience strongly recommended