Client Services Support

Posted 29 days ago
Main Location
United States
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Overview

Position will be responsible for front line support to Client Services Officer, as well as Treasury Management bankers, loan officers and clients, in all areas of deposit, loan and treasury management operations with the objective of providing exemplary service to insure total customer satisfaction.

Responsibilities

RESPONSIBILITIES:   

  • Front line client service support
  • Prepare documents for new accounts and treasury management services
  • Tracking of account opening, documentation, service implementation and fee collection
  • Insure all new deposit accounts are properly booked
  • Process monetary transactions for customer accounts
  • Process account maintenance/updates & corrections 
  • Strong knowledge of Bank’s services and products for client support and cross-selling
  • Provide research assistance and information to customers
  • Insure customer document files are up-to-date
  • Support Client Services Officer in a variety of ways 
Qualifications

POSITION REQUIREMENTS:

  • AA required or equivalent work experience
  • 1 + years experience in bank operations/client services
  • Strong computer skills including MS Word and EXCEL
  • Bank data processing mainframe experience
  • Creative and strategic thinker with excellent problem solving and organizational skills
  • Ability to exhibit professionalism and a positive attitude under pressure
  • Ability to work independently yet collaborate cross-functionally in a team environment
  • Superior oral and written communication skills
  • Ability to meet deadlines and manage expectations
  • Ability to handle multiple priorities, projects and relationships simultaneously
  • Proven success in managing large client accounts
Mission
We're a community of women leveraging our connections into top companies to help underrepresented women get the roles they've always deserved. Simultaneously, we work to build truly inclusive hiring processes and environments where women can thrive and not just survive.
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Client Services Support
Pacific Western Bank