Position Title
Senior Client Associate

Location
White Plains/360 Hamilton Avenue/114014

Job Summary
The Senior Client Associate provides personalized banking services to financial institution customers.

Pay Range: $24.36 - $34.62 - $44.87

Job Responsibilities:

• Greets clients and potential clients to maintain goodwill and gain additional business.
• Opens new accounts, performs maintenance and servicing to existing accounts.
• 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.
• Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
• Oversees accuracy of inputted data with regard to various systems and the written documentation.
• Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to client inquiries and requests regarding accounts.
• Completes Private Client Group operational tasks including invoice payment, private client group daily and monthly reports, monthly audits, etc.
• Monitors general ledger, wire transfers and documentation requirements to ensure accuracy and prevent fraud. Assists in processing wire transfers.
• Promotes and cross-sells other products and services as appropriate to client requirements.

Job Requirements:

• High school diploma or general education degree (GED)
• Minimum of 3 years of related banking experience
• Banking in a commercial bank environment
• Financial products, services, compliance (KYC-AML)
• Strong interpersonal and communication skills

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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