PCB Client Support Specialist - RJ Bank

Raymond James • Saint Petersburg, FL

2d • Hybrid

About The Position

Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Job Summary Under direct supervision, uses knowledge and skills gained through education and experience, to assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit. Works closely with account support specialist, and the department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies.

Requirements

• Knowledge of Basic accounting concepts, practices and procedures
• Multi-state retail loan servicing practices
• Skill in Entering transactions into an automated accounting system
• Analyzing and adjusting transaction and account balance discrepancies
• Gathering and compiling information
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
• Ability to Identify and recommend solutions to routine loan accounting or loan servicing issue
• Make routine decisions
• Communicate effectively, both orally and in writing, with all organizational level
• Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line
• Provide a high level of customer service
• General Experience - 4 to 6 months
• Travel Less than 25%

Responsibilities

• Assists internal & external clients with inquiries or issues via phone and email
• Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
• Assists with processing payment request sent by clients and Financial Advisors
• Analyzes the feasibility of client collateral release requests
• Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring
• Performs other duties and responsibilities as assigned

Benefits

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees