Senior Client Associate - Officer

Position Title
Senior Client Associate - Officer

Location
New York/1400 Broadway/114025

Job Summary
The Senior Client Assoicate provides personalized banking services to financial institution customers.

Pay Range: $30.00 - $42.57 - $55.13

Job Responsibilities:

DUTIES:

• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Will market/cross-sell other products and services as appropriate to customer needs
• Handles all operational issues on team, including audit request and reviews.
• Responsible for reconciliation of general ledgers and ensuring compliance with wire transfers policies and requirements.
• Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
• Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
• May conduct client visits, either with another team member or alone.
• May make risk-based decisions pertaining to client transactions.
• May handle decisions on overdrafts, up to credit authority.
• Responds to client inquiries and requests regarding accounts.

QULIFICATIONS:

• 5 years of commercial banking experiences
• High school diploma or general education degree (GED
• Knowledge of KYC-AML required
• Knowledge of financial products and services required
• Knowledge of rent securities preferred
• Strong communication skill set