Senior Premier Client Services Associate

We are currently seeking a Senior Premier Client Services Associate.

The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios.

Build relationship with customers to enhance customer experience.

This position requires multi-tasking skills and the ability to manage time effectively.

• Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
• Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
• Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. 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(coordinate with Global Transaction Services), etc.
• Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank’s deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
• Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
• Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
• Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.