Position Title
Senior Client Associate - Officer

Location
NY / Jericho

Job Summary
Provides personalized banking services to financial institution customers.

Pay Range: $30.00 - $42.57 - $55.13

Job Responsibilities:

• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Will market/cross-sell other products and services as appropriate to customer needs.
• Handles all operational issues on team, including audit request and reviews.
• Responsible for reconciliation of general ledgers, and ensuring compliance with wire transfers policies and requirements.
• Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
• Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
• May conduct client visits, either with another team member or alone.
• May make risk-based decisions pertaining to client transactions.
• May handle decisions on overdrafts, up to credit authority.
• Responds to client inquiries and requests regarding accounts.

Job Requirements

• High school diploma or general education degree (GED)
• Minimum 5 years related banking experience in a similar role
• Banking experience in a commercial bank environment
• Financial products, services, compliance, KYC-AML
• Strong interpersonal and customer service skills
• Ability to make independent decisions and manage time effectively

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Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

Minimum Salary: 0.00 Maximum Salary: 0.00 Salary Unit: Yearly