Responsibilities
- Greets clients and potential clients to maintain goodwill and gain additional business.
- Opens new accounts, performs maintenance and servicing to existing accounts.
- Ensurespleteness of loan documentation on new account set-up (Personal Lines of Credit, Reserve LOC); may assist with other loan product documentation.
Responds to client inquiries and requests regarding accounts.
- Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
- Oversees accuracy of inputted data with regard to various systems and the written documentation.
- Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to client inquiries and requests regarding accounts.
- Monitors general ledger, wire transfers and documentation requirements to ensure accuracy and prevent fraud. Assists in processing wire transfers.
- Promotes and cross-sells other products and services as appropriate to client requirements.
Job Requirements :
- High school diploma or general education degree (GED)
- Minimum of 3 years of related banking experience
- Banking in amercial bank environment
- Financial products, services,pliance (KYC-AML)
- Strong interpersonal andmunication skills
LI-Onsite
LI-LM1 Job ID 15597
Senior Tax Associate - Private Client Services (Hybrid)
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
Senior Associate,Client Implementation Specialist
We’re seeking a future team member for the role of Senior Associate, Client Implementations Specialist to join our Global Markets team. Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency an...
Senior Client Service Representative - Employee Benefits
Work independently and collaboratively with Client Managers and Producers to deliver exceptional client service and actively engage clients and members in their employee benefit programs as follows:. As a Client Service Representative, you will play a central role in driving service excellence for o...
Senior Associate, Workout Officer (CRE/Multifamily Housing) (100% Remote)
Collaborates with multiple internal and external parties associated with each loan, including legal, loan operations and the middle office. Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure. ...
Senior Associate, Client Finance
Partnering with Commercial and Client Finance teams, the Senior Associate is responsible for assisting with daily tasks required to maintain the operations within the Commercial team and larger finance network. Provide assistance and support to Client Finance, Client Leadership, and Commercial teams...
Senior Client Service Associate - Registered
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client inform...
Senior Associate, Client Ops
The Senior Associate, Client Operations will be part of a growing Client Operations team on a well-known client. The Senior Associate supports the Operations Associate Director and Operations Supervisor with processes, systems management and general operations tasks as delegated. ...
Communications Senior Associate, J.P. Morgan Private Client
Morgan Private Client, a new business focused on the affluent client segment. Prepare presentations and participate in meetings with senior business and client stakeholders to ensure project goals are met and manage stakeholder needs and expectations. Morgan Private Client was formed following the f...
Senior Associate, Client Services - NY/CHI
Associate, Client Solutions and Planning is the day-to-day lead with both clients and internal teams, supporting the management of Paid Search, Shopping, Search Engine Optimizations (SEO), and teams. Lead client meetings and day-to-day client and internal communications, while coordinating cross-dep...
Senior Client Solutions Associate - New York
Daily engagement with clients on a broad range of custom solutions including phone consultations, surveys and in-depth projects, events and teleconferences to creatively support the client and their business needs. Running end to end project management of custom solutions for clients including but ...