Client Care Associate

Piermont Bank; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Job summary

Piermont Bank is seeking a Client Care Associate to support clients from onboarding through their journey, ensuring an excellent experience and service at all times.

The role covers onboarding, product guidance, processing of wires, ACH, and other depository activities, with duties across multiple internal teams to resolve issues and maintain smooth operations.

Qualifications

• Bachelor’s degree or equivalent.
• 3+ years of related banking experience (teller, new accounts, universal banker or equivalent).
• Knowledge of banking products and services; strong regulatory and compliance familiarity with daily duties.
• Strong technical skills with depository programs such as account opening and teller systems.
• Excellent customer communication and relationship skills.
• Ability to problem-solve in a fast-paced, evolving environment.

Responsibilities

• Provide new clients with an excellent account opening and onboarding experience.
• Answer questions and relay onboarding requirements, steps, timeframes, and status to clients and internal partners.
• Process wires, online banking, remote deposit checks, ACH, and some teller tasks.
• Collaborate with internal teams to resolve client issues and service accounts.
• Communicate with clients and respond to inquiries promptly and professionally.
• Assist in improving compliance functions, including audits, records, approvals, and security procedures.
• Support implementation of new programs and initiatives related to depository products and services.

Skills

Customer communication

Regulatory knowledge

Banking products

Problem solving

Education

Bachelor’s degree or equivalent

Tools

Teller system

Job description

About Us:

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.

We combine disciplined commercial banking with innovative technology to deliver value added solutions for small and medium sized businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

The Role:

The Client Care Associate is an integral part of Piermont Bank’s client care team. It focuses on supporting clients from onboarding through their journey with Piermont and ensuring good experience and services at all times.

Responsibilities:

• Provide each new client an excellent account opening and onboarding experience.


• Apply client, product, and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.


• Process transactional activities including wires, online banking, remote deposit checks, ACH, and some limited teller transactions.


• Work with internal teams to resolve any client issues and service accounts.


• Communicate with clients and respond to inquiries in a responsive and timely matter.


• Assist in improving and implementing compliance functions including audits controls, records management, approvals and ensuring all security procedures are strictly followed.


• Support implementation of new programs and initiatives related to depository products and services when needed.

Qualifications:

• Bachelor’s degree or equivalent


• 3+ years of related banking experience, teller, new accounts representative, universal banker or equivalent.


• Knowledge about banking products and services, comprehensive understanding of regulatory and compliance related to daily job functions.


• Strong technical skills and experience with depository related programs such as account opening, teller system etc.


• Excellent customer communication and relation skills.


• Ability to problem solve and work in a fast passed and evolving environment.

The hiring range for this position is $75,000 to $85,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.

Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.