Position Title
Senior Client Associate - Officer
Location
Long Island City/36-36 33rd Street/114013
Job Summary
The Senior Client Associate Officer provides personalized banking services to financial institution customers.
Pay Range: $30.00 - $42.57 - $55.13
Job Responsibilities:
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Greets clients and potential clients to maintain goodwill and gain additional business.
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Opens new accounts, performs maintenance and servicing to existing accounts.
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Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit, Reserve LOC); may assist with other loan product documentation. Responds to client inquiries and requests regarding accounts.
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Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
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Oversees accuracy of inputted data with regard to various systems and the written documentation.
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Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to client inquiries and requests regarding accounts.
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Completes Private Client Group operational tasks including invoice payment, private client group daily and monthly reports, monthly audits, etc.
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Monitors general ledger, wire transfers and documentation requirements to ensure accuracy and prevent fraud. Assists in processing wire transfers.
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Promotes and cross-sells other products and services as appropriate to client requirements.
Job Requirements:
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High school diploma or general education degree (GED)
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Minimum of 3 years of related banking experience
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Banking in a commercial bank environment
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Financial products, services, compliance (KYC-AML)
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Strong interpersonal and communication skills
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