18 Jobs in Alexandria, LA
First Federal Bank of LA is Hiring a Client Services Associate Near Alexandria, LA
SummaryPerforms a wide range of customer service duties for consumer and/or business clients. Assists lenders in acquiring new business, as well as establish and maintain a personal and professional relationship with clients.
ESSENTIAL DUTIES & RESPONSBILITIES include, but are not limited to the following:
- Monitors reports; contacts clients; monitors NSF accounts
- Processes direct deposits, ACH drafts, transfers, incoming and outgoing wires; completes internal verification of deposits
- Opens, processes, renews, performs maintenance, and/or closes various types of accounts, services, and/or products; maintains required documentation
- Performs administration duties; may assist other related areas, as needed
- Accepts applications for all types of loans; verifies, prepares loan files, requests all documentation needed for credit decision; handles disbursement and follows-up on loans; inputs and maintains loan records in applicable system; works to clear all loan exceptions
- Issues sub-account numbers and maintains applicable loan registers for tracking purposes
- Prepares loan tickets, letters, notices, extension and modification agreements, as needed
- Coordinates with other departments regarding past due loans and matured loans
- Complies with specific job related BSA policies and procedures, including but not limited to: obtains proper identification; completes CIP requirements; completes and submits Customer Transaction Reports (CTR), Suspicious Activity Reports (SAR), Monetary Cash Sale Forms on time and in accordance with BSA policy; recognizes “red flags”; reports suspicious or unusual requests to the BSA and Security Officers; performs OFAC scans in accordance with BSA policy
- Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.
- Contributes to team effort by accomplishing related duties, as assigned
- High school diploma or GED
- A minimum of one (1) year related experience and/or training with a financial institution
Equal Opportunity EmployerThe employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.
Job Summary
Full Time
$49k-64k (estimate)
05/26/2024
06/13/2024
ffbla.bank
GRAND LAKE, LA
100 - 200
1949
MARCUS PIERSON
$10M - $50M
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The job skills required for Client Services Associate include Client Service, Customer Service, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
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