Private Banking Client Services Associate

First Federal Bank of LA; Lake Charles (LA); On-site; USD 34,000 - 60,000; Full time

Job summary

First Federal Bank of Louisiana in Lake Charles seeks a Client Services Associate in the Private Banking Department to serve as receptionist and support financial advisors with administrative tasks and client relationship management.

The role involves handling deposits and transfers, opening/closing accounts, processing loan documents, and maintaining accurate records while ensuring compliance with banking policies and regulatory requirements.

Qualifications

• High School Diploma or GED is required.
• Minimum of one year related experience in a financial institution.
• Strong organizational and communication skills are essential.

Responsibilities

• Monitors reports and contacts clients; monitors NSF accounts.
• Processes deposits, ACH drafts, transfers, wires, and verifies deposits.
• Opens, maintains, renews, or closes various accounts and services; maintains documentation.
• Performs administrative duties and supports related areas as needed.
• Handles loan applications, prepares files, collects documentation, and tracks loan status.
• Prepares loan tickets, letters, notices, and modification agreements as needed.
• Coordinates with other departments on past due or matured loans.
• Orders mortgage certificates, credit reports, evaluations, and appraisals.
• Ensures compliance with BSA policies including CTRs, SARs, OFAC scans.

Skills

Customer service

Administrative tasks

Banking experience

Education

High School Diploma or GED

Job description

First Federal Bank of Louisiana in Lake Charles seeks a Client Services Associate in the Private Banking Department to serve as receptionist and support financial advisors with administrative tasks and client relationship management.

The role involves handling deposits and transfers, opening/closing accounts, processing loan documents, and maintaining accurate records while ensuring compliance with banking policies and regulatory requirements.