Client Care Lead: Onboarding & Banking Support

Piermont-Bank; New York (NY); On-site; USD 75,000 - 95,000; Full time

Job summary

Piermont Bank, a boutique commercial bank with a digital-first approach, seeks a Client Care Manager to support clients from onboarding through their journey. The role emphasizes excellent onboarding, clear communications, and proactive issue resolution to ensure a superior client experience.

The position requires 7+ years in banking, knowledge of depository products, strong customer relations, and compliance focus. Competitive salary with benefits is offered in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent.
• 7+ years banking experience in roles like teller or universal banker.
• Knowledge of banking products and regulatory compliance.
• Strong technical skills with depository programs.
• Excellent customer communication and relationship skills.
• Ability to problem solve in fast-paced environment.

Responsibilities

• Provide an excellent onboarding experience for new clients.
• Answer questions and relay onboarding requirements to clients and partners.
• Process wires, online banking, remote deposit checks, ACH, and limited teller transactions.
• Proactively resolve client issues with internal teams.
• Communicate with clients and respond to inquiries promptly.
• Support compliance enhancements including audits and records management.
• Assist in implementing new depository programs and initiatives as needed.
• Mentor Client Care Associates upon request of Chief Growth Officer.

Skills

Customer communication

Problem solving

Relationship skills

Education

Bachelor’s degree or equivalent

Tools

Teller system

Account opening system

Job description

Piermont Bank, a boutique commercial bank with a digital-first approach, seeks a Client Care Manager to support clients from onboarding through their journey. The role emphasizes excellent onboarding, clear communications, and proactive issue resolution to ensure a superior client experience.

The position requires 7+ years in banking, knowledge of depository products, strong customer relations, and compliance focus. Competitive salary with benefits is offered in a fast-paced environment.