Position Title
Senior Client Associate - Officer
Location
NY / 485 Madison Avenue Floor 11
Job Summary
The Senior Client Assoicate provides personalized banking services to financial institution customers.Pay Range : $30.00 - $42.57 - $55.13
Job Responsibilities :
DUTIES :
- Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
- Will market / cross-sell other products and services as appropriate to customer needs
- Handles all operational issues on team, including audit request and reviews.
- Responsible for reconciliation of general ledgers and ensuring compliance with wire transfers policies and requirements.
- Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
- Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
- May conduct client visits, either with another team member or alone.
- May make risk-based decisions pertaining to client transactions.
- May handle decisions on overdrafts, up to credit authority.
- Responds to client inquiries and requests regarding accounts.
QULIFICATIONS :
- 5 years of commercial banking experiences
- High school diploma or general education degree (GED
- Knowledge of KYC-AML required
- Knowledge of financial products and services required
- Knowledge of rent securities preferred
- Strong communication skill set
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