Financial Services Representative

SGS Technologie; Pittsburgh (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Parking stipend

Job summary

SGS Technologie Pvt Ltd. is seeking a Client Services Representative – Fulfillment & Production to coordinate end-to-end Private Banking loan processes and deliver superior client service.

The role may focus on specific areas such as intake, document generation, processing modifications, or money requests, and requires close collaboration with the full Sales organization, Portfolio Management, and Compliance teams.

Qualifications

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

Responsibilities

• 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 engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Skills

Client service

Financial industry experience

Bank operations

Relationship management

Job description

Full-time onsite role 8 AM- 5 PM Monday through Friday.

Office is located at Pittsburgh, PA, 15219. Avg (USD)90/ month parking fee to be paid by worker (varies based on parking lot they choose)

Opportunity for extension based on performance/attendance

Summary:

The Client Services Representative – Fulfillment & Production 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 engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Education:

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