Client Care Relationship Associate

Piermont BankNew York, NY
42d$85,000 - $100,000

About The Position

The Client Care Relationship Associate is an integral part of Piermont Bank’s Client Care team. It focuses on supporting account growth and delivering superior client experiences for the Bank. The ideal candidate should be a seasoned banking expert with an entrepreneurial mindset driven by continuous growth and improvement to maximize the client experience.

Requirements

  • Bachelor’s degree or equivalent
  • 5+ years of related banking experience, business banker, new accounts representative, universal banker or equivalent.
  • Strong business development skills and proven sales track record in generating new business and/or cross selling.
  • Knowledge about banking products and services, comprehensive understanding of regulatory and compliance related to daily job functions.
  • Strong technical skills and experience with depository related programs such as account opening, teller system etc.
  • Excellent customer communication and relation skills.
  • Ability to problem solve and work in a fast passed and evolving environment.

Responsibilities

  • Support the Bank’s account opening and cross selling through digital acquisition.
  • Growing relationships with existing customers by understanding their businesses and catering to their banking and service needs.
  • Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts.
  • Apply client, product, and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.
  • Process transactional activities including wires, online banking, remote deposit checks, ACH, and some limited teller transactions.
  • Work with internal teams to resolve any client issues and service accounts.
  • Communicate with clients and respond to inquiries in a responsive and timely matter.
  • Support implementation of new programs and initiatives related to depository products and services when needed.

Benefits

  • medical
  • dental
  • vision
  • 401k
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