Client Service Officer NY

Loans • New York, NY

3d • $75,000 - $80,000

About The Position

The Client Service Officer (CSO) serves as a partner within the Commercial Banking team, responsible for managing complex client relationships and exercising independent judgment in the delivery of customized financial solutions for high-net-worth (HNW) clients, and their business.

Requirements

• Bachelor’s degree in finance, Business, Economics, or related field preferred
• 3-5 years of relevant experience.
• Advanced knowledge of banking operations and products.
• General understanding of CRM system
• Ability to interact professionally with all levels of management and external clients
• Strong decision-making and analytical skills.
• Working knowledge of Microsoft Outlook, Word, Excel, and Internet Explorer

Responsibilities

• Serve as an advisor and escalation point for HNW clients.
• Onboards clients and ensures a white glove experience
• Exercise discretion in prioritizing client requests and resolving complex issues.
• Provide guidance on banking products and service approaches
• Identify and mitigate operational and compliance risks.
• Make determinations on escalation and exception handling
• Serve as a subject matter expert on KYC/AML.
• Assists group directors with other tasks as needed

Benefits

• We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more.
• We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.
• The approximate pay range for this position is $75,000 to $80,000, plus an opportunity to earn performance-based incentives.
• Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
• Note: Incentives and/or benefits packages may vary depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees