National Title Solutions Support Associate I - Rye Brook (Hybrid/Remote)

Job Description

SUMMARY : The primary goal of the National Title Solutions Support Associate I position is to support the sales and service excellence objectives of the National Title Solutions Team.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Responds to telephone and e-mail service requests, inquiries or complaints from National Title Solutions clients. High volume of contact with sophisticated high net worth client base.
• Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.
• Pulls daily reports, including ODs, Significant Balance, and others as needed.
• Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions and Fraud Department.
• Prepares account documentation for new clients.
• Ships and receives documentation, statements, and other client correspondence.
• Composes a variety of client letters using appropriate and professional business language and handles incoming mail.
• Troubleshoots client issues as needed.
• Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures.

Uses independent judgment in actions taken.

• Contributes to the team efforts in order to accomplish results.
• Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.
• Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others.

Utilizes granted approval authority within the scope of Bank policy and procedure.

• Assists National Title Solutions Managing Director, Relationship Manger and Operations Manager with various projects.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering ( Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degreein business related field preferred

EXPERIENCE

• At least two years experience as Private Banking Assistant or equivalent experience preferred
• Experience in bank customer service capacity, dealing with high net worth client basepreferred

KNOWLEDGE, SKILLS AND ABILITIES

• National Title Solutions specializes in the Real Estate and Title Industry, Support Associate's understand and are able to speak with clients in various components of the Real Estate and Title Industry.
• Literate in Microsoft Outlook, Word, Excel and PowerPoint required
30+ days ago