Client Services Associate - Cleveland, OH

First National Bank Of Pennsylvania•Cleveland, OH

5d•Onsite

About The Position

This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships. The incumbent provides the highest quality of service to every client, both external and internal, all while ensuring strict adherence to procedures and regulatory compliance. This position is a key role within the Advisory Businesses, either for Private Banking or Wealth Management.

Requirements

Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with bank consumer, commercial products and operations and government banking regulations (for Private Banking)
Experience in trust accounting systems, and knowledge of banking and trust policies and procedures (for Wealth Management)
NMLS is required (for Private Banking)
3 years of job-related experience

Responsibilities

Serve as an additional point of contact for high-net-worth clients.
Proactively manage client communications, ensuring timely responses and follow-ups.
Coordinate with sales team to prepare for client meetings, including compiling reports and documentation.
Performs front office transaction processing, research and maintenance for the regional book of business.
Reviews and acts on daily activity and work queues.
Monitor and resolve service issues, often involving coordination with internal departments (e.g., compliance, operations).
Prepares reports as needed for sales team members and upper management and helps to coordinate client events.
Performs other related duties and projects as assigned.
Serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
Adhere to regulatory laws and guidelines.
Adhere to regulatory laws and company procedures.