Position Title
Senior Client Associate
Location
NY / 1400 Broadway Floor 24
Job Summary
The Senior Client Associate provides personalized banking services to financial institution customers.Pay Range : $30.00 - $42.57 - $55.13
Job Responsibilities :
- Greets clients and potential clients to maintain goodwill and gain additional business.
- Opens new accounts, performs maintenance and servicing to existing accounts.
- Ensures completeness 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.
- Completes Private Client Group operational tasks including invoice payment, private client group daily and monthly reports, monthly audits, etc.
- 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 a commercial bank environment
- Financial products, services, compliance (KYC-AML)
- Strong interpersonal and communication skills
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