Client Services Bank Representative in Pittsburg, PA

Noblesoft Solutions; Pittsburgh (Allegheny County); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Noblesoft Solutions, Inc. is seeking a Client Services Representative to coordinate the end-to-end Private Banking loan account process and deliver premier service. You will work with relationship managers, portfolio managers, counsel, compliance, and borrowers to ensure accurate data capture and timely processing.

The role emphasizes attention to detail and adaptability in a fast-paced environment. This position offers growth within Private Bank Fulfillment and Production, with opportunities to

Qualifications

• 4+ years in financial industry experience.
• 2 years in bank operations and/or client service.
• Strong data capture and documentation skills.
• Familiarity with loan processes and lending requirements.

Responsabilités

• Capture complete and accurate client data in loan applications and documentation.
• Support requests from Private Bank Fulfillment and Production Team.
• Coordinate with relationship managers, portfolio managers, counsel, compliance and other parties.
• Maintain high quality client experience across all transactions.
• Assist in improving processes across operations.
• Participate in assigned projects.

Connaissances

Organize tasks

Interpersonal skills

Communication skills

Attention to detail

Analytical thinking

Fast-paced environment

Team collaboration

Outils

Microsoft Office

Description du poste

The Client Services Representative position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Skills:

• Essential Skills and Abilities:
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education:

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service