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You will be updated with latest job alerts via emailThe Client Services Specialist is responsible for meeting the servicing needs of large Corporate Real Estate Business Banking and Private Client Group clients through the integrated delivery of Depository Loan and Treasury Management services. The role requires applying banking knowledge to effectively support clients and ensure that their needs are met in a timely and efficient manner while following banking procedures and regulatory requirements.
This position requires the ability to manage multiple tasks in a fast-paced environment while working independently with minimal supervision. Strong organizational and problem-solving skills are essential to ensure that client expectations are consistently met.
Principal Duties & Responsibilities:
In-depth expertise in banking products and services specializing in loan servicing depository and treasury management products.
Ability to work independently and efficiently in a high-pressure environment while ensuring client satisfaction through effective task management.
Proficient in utilizing loan/depository systems and banking software for processing transactions managing client accounts and resolving system issues.
Expertise in Microsoft Word Excel and Outlook with advanced capabilities in generating reports analyzing data and communicating effectively through office applications.
Advanced verbal and written communication skills with the ability to convey complex banking concepts to clients and colleagues in a clear and professional manner.
Strong attention to detail with a demonstrated ability to manage multiple tasks simultaneously ensuring high standards of quality and accuracy.
Advanced interpersonal skills phone etiquette and customer service capabilities with experience in managing client relationships and professionally addressing inquiries.
Required Experience:
Unclear Seniority
Unclear