Client Experience & Onboarding Manager

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

Job summary

Piermont Bank is a boutique specialty commercial bank with a digital-first approach, focused on modern businesses. The Client Care Manager supports clients from onboarding through their journey, ensuring a positive experience and seamless service at all times.

Responsibilities include onboarding, explaining requirements, processing wires, ACH, and deposits, and coordinating with internal teams to resolve issues.

Qualifications

• Bachelor’s degree or equivalent.
• 7+ years of related banking experience, teller, new accounts representative, universal banker or equivalent.
• Knowledge about banking products and services, 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 relationship skills.
• Ability to problem solve and work in a fast passed and evolving environment.

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.
• Proactively 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.
• Lead efforts towards improving and implementing compliance functions including audits controls, records management, approvals and ensuring all security procedures are strictly followed.
• Under the direction of the Team Lead, administer the implementation of new programs and initiatives related to depository products and services when needed.
• Mentor Client Care Associates, as needed upon request of Chief Growth Officer.

Skills

Customer communication

Relationship management

Problem solving

Fast-paced environment

Education

Bachelor's degree

Tools

depository programs (account opening)

teller system

Job description

Piermont Bank is a boutique specialty commercial bank with a digital-first approach, focused on modern businesses. The Client Care Manager supports clients from onboarding through their journey, ensuring a positive experience and seamless service at all times.

Responsibilities include onboarding, explaining requirements, processing wires, ACH, and deposits, and coordinating with internal teams to resolve issues.