Client Services Officer
About The Position
Provides advanced secretarial, administrative and operational support for the relationship management team. Assists with managing the day-to-day operations in the region. Performs a wide range of duties, which include word processing, maintaining files, addressing customer inquiries, resolving issues, providing excellent customer service, and ordering supplies. Prepares data and conducts analysis on account holders and account information. Responsible for functions that include compliance, marketing, operations, policies and procedures as it relates to commercial banking in the region and general office management. Provides support assisting Relationship Managers and customers in opening appropriate types of accounts and gathering required documentation. Reviews legal and account documentation to ensure Bank assets are protected, consulting Quality Control or BSA where assistance is needed or required. Reviews and recommends new methods and procedures for efficient operation. Keeps informed of new developments affecting corporate banking areas.
Responsibilities
- Provides advanced secretarial, administrative and operational support for the relationship management team.
- Assists with managing the day-to-day operations in the region.
- Performs a wide range of duties, which include word processing, maintaining files, addressing customer inquiries, resolving issues, providing excellent customer service, and ordering supplies.
- Prepares data and conducts analysis on account holders and account information.
- Responsible for functions that include compliance, marketing, operations, policies and procedures as it relates to commercial banking in the region and general office management.
- Provides support assisting Relationship Managers and customers in opening appropriate types of accounts and gathering required documentation.
- Reviews legal and account documentation to ensure Bank assets are protected, consulting Quality Control or BSA where assistance is needed or required.
- Reviews and recommends new methods and procedures for efficient operation.
- Keeps informed of new developments affecting corporate banking areas.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
