Client Associate

Summary: Dime Commercial Bank (Dime) is currently hiring for a Client Associate for one of its Private Banking teams at one of our corporate offices in Midtown Manhattan. The Client Associate is responsible for opening, closing, selling, and servicing all of the bank’s deposit, commercial and consumer loan products to new and existing customers in the Private Banking Group Directors’ portfolio. The role is also responsible for contributing to the goals of the Private Banking Group Directors through needs-based selling.

Salary commensurate with experience, ranging from $50,000 to $60,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location.

All applicants must attach a recent resume. This is an in-office roles.

Responsibilities:

• Open, close, sell, and service all of the bank’s deposit, commercial and consumer loan Possess current, in-depth knowledge of the bank’s products and services and employ this knowledge to provide appropriate solutions to customers’ financial needs.
• Support the new business development efforts of the Group Directors through office sales, phone contact with customers/prospects, and direct mail campaigns/follow-up. May also engage in outside calling and networking activities.
• Perform New Account and File Maintenance Reviews to ensure the accuracy and integrity of data for SOX 404 purposes.
• Possess thorough knowledge and ability to properly execute regulatory and compliance Possess current knowledge of regulatory requirements, including but not limited to, BSA, Reg CC, Reg DD, Reg E.
• Receive and investigate customer inquiries in a confidential and timely manner.
• Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees, staffing) in lieu of management when appropriate. Review, submit, process, and close commercial and consumer loan requests.
• Screen and respond to routine external correspondence and incoming calls. Prepare memos, thank you notes, follow-up letters, forms, and legal documents.
• Adhere to all Bank policies and procedures.
• Follow instructions for any other duties as assigned.

Qualifications:

• High School Diploma or equivalent and/or minimum two years’ retail banking experience.
• Exemplary professionalism and customer service skills.
• Must be resourceful and flexible.
• Meet criteria for satisfactory credit history.
• Strong Microsoft Office knowledge (previous spreadsheet use key). Director experience or similar archival tool. Strong Fiserv experience.
• Transaction research and working knowledge of regulations impacted by this function through various resources.
• Must comply with all state and federal regulations.

Salary : $50,000 - $60,000