The Client Services Representative – Fulfillment & Production position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Assures complete and accurate client data is captured in the loan application, internal systems, and loan Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests * counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction * Works closely with other teams within operations and throughout the bank to enhance current processes * Participates effectively in assigned projects
Proficiency in Microsoft Office preferred * Bachelor's Degree * Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Manager Quality Control - Operations in pittsburgh at Unknown Company
This position is listed as full time and onsite.