You will provide value by supporting and anticipating the clients' needs, delivering concierge-style customer service, and your satisfaction will come from the positive outcomes you provide due to your skillful problem solving and collaborative spirit across various lines of business.

We understand everyone has different strengths and opportunities for growth, and we strive to have the right mix of competencies to get the most out of the team dynamic.

• Interacts with internal and external clients, officers, and CSA’s via telephone or written communications regarding problem resolution and account maintenance.
• Makes decisions and may provide direct technical support for Relationship Managers and CSA’s in administration and management of client accounts, such as opening depository accounts, amending depository accounts, loan tasks, research and other requested assistance. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments and requests, loan advances, deposits, DDA transfers and receipts are processed accurately and timely. Assists customers with inquiries and problem resolution by performing research on various systems regarding deposit and loan accounts.
• Works with RM, CSA and client to determine the best deposit solution to achieve client request. Considered knowledgeable when selecting the correct deposit solution for the client request. Understands the legal implications of account opening. Has a good understanding of personal trust documents and business entity documents and can interpret the documents for correct account set up.
• Communicates routinely with Clients, Relationship Managers, Private Wealth Client Service Associates and Treasury Management regarding customer requests. Communicates with Compliance Department, Internal Audit and Legal as needed for approval or guidance for account support.
• Has a firm understanding of company systems and a multitude of software products. Demonstrates agility when introduced to new applications.
• Maintains familiarity with the client base in order to provide high quality customer service.
• May perform other duties as assigned.

• In-depth knowledge and understanding of banking practices and policies, including deposit account opening and regulations including BSA/AML – Customer Due Diligence) as well as lending knowledge.
• In-depth knowledge and understanding of banking operations.
• Good PC and software application skills; ability to operate a 10 key by touch.
• Excellent customer relation skills focused on providing superior service quality. High level of professionalism and polish required.
• Excellent interpersonal, verbal, and written communication skills.
• Good problem solving/research skills to facilitate escalated issue resolution.
• Firm understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product.
• Excellent organizational and time management skills, including the ability to handle multi-tasking, and possesses good follow-up skills.
• Self-directed and self-motivated individual with the ability to work in a remote team-oriented environment.