Position Title
Senior Client Associate - Officer
Location
NY / 1400 Broadway Floor 24
Job Summary
Provides personalized banking services to financial institution customers.Pay Range : $30.00 - $42.57 - $55.13
Job Responsibilities :
- 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.
Job Requirements
- High school diploma or general education degree (GED)
- Minimum 5 years related banking experience in a similar role
- Banking experience in a commercial bank environment
- Financial products, services, compliance, KYC-AML
- Strong interpersonal and customer service skills
- Ability to make independent decisions and manage time effectively
LI-Onsite
LI-LM1
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