Job description

Position Responsibilities:

• Client Service: Provides excellent service to clients & bank partners. Accept and process all client requests and work with other team members and departments to ensure positive resolution of all client needs. Provides general management of client relationships, and coordinate service & product delivery from all other divisions of the Bank.
• Sales support/Client On-boarding support: Orchestrates client on-boarding, including all necessary documentation for opening/closing accounts, KYC, funding, and post close follow up. Supports Platinum team members and other internal team members as needed with sales, service, prospecting, client or market research including preparing for new business appointments. Coordinate delivery of information and communication with clients, prospects, referral sources, and internal partners. Assist internal partners and senior management with the coordination and marketing of client/prospecting functions as they pertain to C&I, CRE and Wealth.
• Written, verbal, and in person interaction with high-net-worth & business clients on a regular basis.
• Input and approval of client transfers and a full range of maintenance on the Silverlake, OnBoard, & Jack Henry Xperience systems.
• Responsible for day-to-day activity in the service center which includes phone coverage, client interaction during on site meetings, and assist with office supply management.
• Reporting duties: Prepare custom reporting for senior executives as needed including deposit pipeline report, and end of month/quarter line of business production reports. Create and customize reports as needed for Senior Management, Platinum Service Team, as well as other areas of the bank, utilizing Salesforce (Pardot), Excel, Microsoft Power BI, and any other necessary systems.
• Within 6 months, proficiency needed in Microsoft Power BI and internal bank executive reporting.
• General understanding of CRM functionality and enough working knowledge to troubleshoot and self-direct and problem solve for unexpected issues.
• Special projects as assigned.

Essential Skills and Experience:

• College Degree required.
• If degree is not in Finance or related field, previous customer service experience is required.

• Internship or previous corporate experience in field of Finance is preferred. Previous customer service experience is also preferred.
• Ability to interact effectively and tactfully with all clients and Bank personnel from other departments both in person or over the telephone
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Excellent oral and written communication skills
• Must be an organized, independent, and detail-minded individual
• Must be proficient in gathering financial and KYC information from client and inputting data in order to open and service deposit accounts.
• Knowledge of KYC/BSA/Anti-money laundering regulations.
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.

Nonessential Skills and Experience:

• Previous experience using Salesforce or another Client Relationship Management system
• Prior experience using Silverlake or the Xperience system
• Previous experience with creating custom designed reports, tailored to the needs and preferences of bank executives.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time

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