Client Services Bank Representative in Pittsburg, PA

Job Description

The Client Services Representative position effectively coordinates the end to end Private

Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at

times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application

intake, document generation, processing modifications, or initializing money requests. This position must partner

effectively 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 in order to deliver a premier client

experience across all client engagements.

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan

documentation

• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests

• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external

counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction

• Through excellent attention to detail and thoroughness, provides a premier client experience across all client

engagements

• Works closely with other teams within operations and throughout the bank to enhance current processes

• Participates effectively in assigned projects

Skills:

Essential Skills and Abilities:

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

• Exceptional interpersonal and communication skills

• Proficiency in Microsoft Office preferred

• Keen attention to detail and understanding of loan process/system and applicable lending requirements

• Analytical problem-solving capabilities

• Strong work ethic and ability to be self-directed

• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing

priorities

Education:

• Bachelor’s Degree required

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service

experience preferred