Senior PCB Client Support Specialist - RJ Bank
About The Position
Under general supervision, uses intermediate knowledge and skills gained through education and experience, to assist internal and external Raymond James clients with inquries, issues and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit and Securities Based Lines of Credit. The Sr. account support specialist also provides assistance for internal and external client with Raymond James Bank deposit porductions, including Enhanced Savings Accounts, Bank Certificates of Deposits, & retail deposit accounts. Works closely with the the lead account support specialist and department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies. Interaction with High Net Worth clients, requiring a degree of specialized handling, with an attentiveness to client needs, is required. Detailed instructions, procedures and guidelines are provided to perform routine tasks with intermediate decision making responsibility. Recommends solutions to moderately complex problems. Extensive contact with both internal and external customers is required to obtain, clarify, provide facts and information, as to resolve client requests while providing a world-class client experience.
Requirements
- Fundamental accounting concepts, practices and procedures.
- Multi-state retail loan servicing practices.
- Multi-state deposit servicing practices
- 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.
- Identify and recommend solutions to routine loan accounting or loan servicing issues.
- Make routine decisions.
- Identify and recommend solutions to routine deposit accounting or deposit account issues
- Communicate effectively, both orally and in writing, with all organizational levels.
- Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line.
- Provide a high level of customer service.
- General Experience - 7 to 12 months
Responsibilities
- Assist internal & external clients with inquires or issues via phone and or email
- Mitigate regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
- Processes payment requests sent by clients and Financial Advisors.
- Analyze the feasibility of client collateral release requests.
- Executes loan servicing responsibilities related to retail loan maintenance and monitoring.
- Performs other duties and responsibilities as assigned.
- Provide support for deposit account openings
- Assist internal & external exlients with inquires and issues around Raymond James Bank deposit products
- Execeutes deposits servicing responsibilies
- Assists in the training of Jr. Account Support Specialists
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
