Client Services Specialist

Client Service Specialist

We are currently seeking a Client Service Specialist in our C&I/Structured Finance banking group. The Client Service Specialist will work with and provide service and portfolio support to Relationship Managers and Portfolio Managers. This position requires multi-tasking skills, ability to prioritize assignments, master internal applications, and communicate with customers effectively.

Responsibilities include:

• Assist in the new account opening process of deposit services. Work with client directly to obtain all appropriate documentation to fulfill all bank requirement.
• Work with client and BSA/Compliance approval as needed to clear prospect to open commercial accounts at EWB including performing due diligence check and collecting and reviewing all required documents.
• Act as a point of contact for clients to address questions, concerns and provide services as needed for deposit related matters and loan clients for matters relating to other banking services, as well as acting as a liaison between Clients and Global Treasury and Payment team.
• Coordinate with internal departments to provide commercial accounts maintenance on a daily basis. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting, etc.
• Taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Perform other administrative duties required for the maintenance of a portfolio of clients.
• Perform other duties and special projects as needed.

Qualifications include:

• 1+ year experience in banking or financial services company servicing in a customer service role
• Strong Customer Service contact handling skills.
• Familiar with KYC onboarding new account opening process and commercial account structures is a plus
• Ability to work within set timelines while maintaining quality and attention to detail
• Demonstrates effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
• Flexible and adaptable to a dynamic work environment
• Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.