Private Banking Client Fulfillment Specialist

SGS Technologie Pvt Ltd.; Pittsburgh (Allegheny County); Presencial; USD 52.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Parking stipend

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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

Conocimientos

Client service

Financial industry experience

Bank operations

Relationship management

Descripción del empleo

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.