Client Services Representative

Job Description:

The Client Services Representative Fulfillment & Production 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.

About the Role

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

Qualifications

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

Required Skills

• 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