Job Description

A banking services company in New York City is looking to add a new Customer Services Representative to their growing team. In this role, the Customer Services Representative will be responsible for for assisting Commercial Banking teams with the handling of all service-related matters for their clients, including operations, account opening and maintenance, cash management, and loan servicing.

About the Opportunity:

• Start Date: ASAP
• Hours: 9am to 5pm

Responsibilities:

• Establish robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients
• Assist in the review of daily reports, temporary overdrafts, and funds transfer requests including fee modifications and waivers
• Collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC
• Perform client call backs to authenticate and verify client requests related to client transactions, account maintenance and loan servicing
• Coordinate and manage manual wire and internal transfer requests
• Assist clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.)
• Effectively handle the timing of communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand
• Perform other duties, as needed

Qualifications:

• 1+ year of Customer Service experience
• Bachelor's Degree or transferable work experience
• High School Diploma / GED
• Solid problem solving and time management skills
• Exceptional phone etiquette
• Great interpersonal skills
• Excellent communications skills (written and verbal)
• Strong attention to detail
• Highly organized

Desired Skills

• Previous experience in a Banking setting
• KYC background

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