Job Description

Job Summary:

Our client is seeking a Client Service Representative to join their team! This position is located in Palm Beach, Florida.

Duties:

• Execute and submit client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
• Handle paying and receiving activities, including cash transactions and daily balancing activities
• Develop strong understanding of required steps involved with each request, communicating with relationship management and teams as appropriate to obtain necessary information to properly execute requested activities
• Maintain strong understanding of policies and procedures and address the requirements of each activity in a timely fashion and in strict adherence with risk management and compliance guidelines and procedures, promptly escalating any issues or concerns to management
• Develop strong knowledge of the various business applications critical to client and account servicing, including online tools
• Seek to expand knowledge of the latest enhancements to the partners and client technology and/or systems in order to maintain highest standards of servicing
• Assist with maintenance and servicing of safe deposit boxes in offices where available
• Stay informed of new or existing products, services, and compliance requirements to respond to client questions and assist in selling services that result in expanding overall client relationships
• Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager

Desired Skills/Experience:

• 2+ years of experience in banking, preferably in a teller role or working closely with teller teams
• Strong understanding of banking policies, procedures, and branch operations
• Background in wealth management or smaller community banks is a plus
• Personable, client-focused, dependable and organized
• Ability to manage multiple priorities in a fast-paced, high-volume environment
• Proven ability to multi-task effectively in a dynamic and sometimes chaotic setting
• Excellent verbal and written communication skills with professional phone etiquette
• Experience with calendar management and scheduling
• Fully understand and adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet

Benefits:

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

The approximate pay range for this position is between $12.78 and $18.25 . Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

Job Tags

Similar Jobs