Client Services Representative - Servicing

The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction.

Responsibilities

Interacts daily with internal and external clients and provides customized solutions to their requests; Partners effectively with other members of the Private Bank Service Team in supporting client requests; Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction; Provides premier client experience across all client engagements; Works closely with other teams within operations and the bank to enhance current processes; Actively participates in projects as assigned

Requirements

Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience; High attention to detail and understanding of loan process/system and applicable lending requirements; Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution; Exceptional interpersonal and communication skills; Strong work ethic and ability to be self-directed; Analytical problem-solving capabilities; Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Nice to have

Prior bank operations and/or client service experience preferred; Bachelor's degree or an equivalent combination of education and relevant work experience preferred

Benefits

Additional compensation (cash or equity); discretionary bonuses; commissions; medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave