Customer Services Representative

Description

- 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.

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

Customer service, microsoft office, Customer support, financial

Top Skills Details

Customer service,microsoft office,Customer support,financial

Additional Skills & Qualifications

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 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

Experience Level

Intermediate Level

This is a Contract to Hire position based out of Pittsburgh, PA.

The pay range for this position is $32.50 - $32.50/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Pittsburgh,PA.

This position is anticipated to close on Sep 8, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.