Position Title

Private Bank Client Services Associate

Location

CA / Beverly Hills

Job Summary

The Private Bank Client Services Associate is responsible for providing Clients with high quality, prompt, and professional financial services and transactions support in accordance with the rules, regulations and guidelines of the bank.

Processes a variety of Client service transactions, needs and support. Participates in the development of client relationships, across all products and services the bank offers and services as appropriate.

Pay Range : $64,022.43 - 83,229.16 - $102,435.89Pay Range : Local Minimum Wage - $0.00 - $0.00

Job Responsibilities :

All of the functions are required for both Commercial and Consumer products and processes.

Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes.

Tracks and executes departmental transactions, including wire transfers, book transfers, opening accounts, and deposits in accordance with Bank standards and procedures.

Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM / Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, overdraft recovery, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.

Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.

Processes and reviews changes and corrections to customer information in computer system and in the customer files.

Processes (under dual control) mail items.

Assists customers with their banking needs including the opening of accounts and cross selling of bank products and services as appropriate.

Communicates with customers and resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.

Monitors daily activity through different reports available on the bank systems.

Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards and ensures that department functions are compliant and in order as required.

Completes daily check reviews, new account documentation reviews, and BSA request responses.

Performs special projects, and additional duties and responsibilities as required.

Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.

Will provide detailed servicing and support across Commercial and Consumer accounts and products requiring knowledge of both servicing SLA’s, product details and applicable regulatory requirements.

Job Requirements :

Education level required : High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

Minimum experience required : 3 Years related banking experience preferably in a retail environment.

Knowledge of Bank policies, procedures and products.

Computer literate with proficiency in Microsoft Word and Microsoft Excel; Commercial and Consumer operational systems including DNA, Nautilus, and Dove Tail.

Strong organizational skills.

Excellent customer service skills.

Excellent verbal, written and interpersonal communication skills.

Ability to travel occasionally to branches and client locations within the Beverly Hills / Newport Beach area.

Last updated : 2024-04-23