Position Title
Senior Client Associate - Officer
Location
Woodmere/923 Broadway/114012
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:
DUTIES:
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Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
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Will market/cross-sell other products and services as appropriate to customer needs
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Handles all operational issues on team, including audit request and reviews.
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Responsible for reconciliation of general ledgers and ensuring compliance with wire transfers policies and requirements.
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Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
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Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
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May conduct client visits, either with another team member or alone.
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May make risk-based decisions pertaining to client transactions.
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May handle decisions on overdrafts, up to credit authority.
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Responds to client inquiries and requests regarding accounts.
QULIFICATIONS:
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5 years of commercial banking experiences
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High school diploma or general education degree (GED
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Knowledge of KYC-AML required
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Knowledge of financial products and services required
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Knowledge of rent securities preferred
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Strong communication skill set