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Job Ref: 14490
Salary: $0 – $
Bank Client Service Associate Temp (Commercial banking exp. required)
located onsite in Manhattan, must be fully vaccinated
Responsibilities
- Provide exceptional customer service catering to the unique needs of commercial bank clients, offering custom tailored solutions and ensuring positive outcome with every customer interaction.
- Navigate the bank units on behalf of the client to minimize touch points and maximize responsiveness and customer experience.
- Support a fast and smooth account on boarding process from customizing account opening documents, compliance review and ongoing account maintenance.
- Effectively interact with internal stakeholders in the Bank for matters related to account activity, investment opportunities, compliance and all other customer relations matters.
- Provide administrative support to CSA Manager and complete special projects, as assigned, in a timely and professional manner.
Qualifications
Bachelor’s degree in Business, Accounting, or Finance
- Strong PC skills – MS Office applications, specifically Word, Excel & Outlook
- Knowledge of FIS banking systems preferred and ability to quickly learn all the Bank’s systems
- Knowledge of basic KYC processes and diligence, corporate structures / company organization charts and account opening documents
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