Financial Customer Service Representative

The Financial Customer Service Representative will support the Private Banking division for a large global bank.
 

Responsibilities:

• Acts as the primary point of contact for day to day client needs and activities. Based on client activity, CSR may proactively discuss cross-sell opportunities with the RM and, in some cases, discuss the opportunity with the client and introduce internal Bank product partners.
• Resolve escalated customer servicing issues for Relationship Managers’ clients as needed. Direct routine servicing requests to the appropriate servicing channels.
• Provide support to assigned Relationship Manager with activities such as:
• Gathering of Financial Information from Client and imaging information into Bank systems
• Process Account Opening Documentation, KYC Forms, Annual Account Reviews, and New Product Agreements.
• Proactively look for ways to continually improve overall processes and procedures

Qualifications

• College degree or equivalent in banking experience dealing directly with customers
• Ability work in a high-volume environment while maintaining accuracy and diplomacy

ATRIA Consulting, LLC is a Woman-owned Business Enterprise (WBE) Staffing and Solutions company certified by Women’s Business Enterprise National Council (WBENC), New York Empire State Development, New York City, and New Jersey.  ATRIA Consulting, LLC is an Equal Opportunity Employer.