White-Glove Banking Support Specialist

IDB Bank; New York (NY); On-site; USD 70,000 - 86,000; Full time

Benefits offered by this job

Generous paid time off

Medical coverage

401(k) plan participation

Tuition reimbursement

Tuition reimbursement

Job summary

A financial institution in New York seeks a dedicated professional to manage customer inquiries, ensuring a high level of service and compliance. The ideal candidate will have at least 3 years of experience in the financial sector, strong attention to detail, and the ability to thrive in a fast-paced environment. Key responsibilities include liaising with clients and internal teams, managing case tools, and ensuring compliance with regulatory standards. This position offers a competitive salary and benefits package.

Qualifications

• 3+ years of experience in the financial industry or related skills.
• Strong attention to detail, accuracy, and compliance.
• Ability to work effectively in a fast-paced environment.
• Self-starter with ability to prioritize workload.

Responsibilities

• Handle customer inquiries to support retention and growth.
• Manage case management tools to meet service level agreements.
• Collaborate with internal teams for a seamless client experience.
• Authenticate client requests related to transactions.

Skills

Customer service

Attention to detail

Regulatory knowledge (BSA, AML, KYC)

Problem-solving skills

Interpersonal communication

Education

Associate Degree/Bachelor Degree

Tools

MS Office (Excel, Word, PowerPoint)

Salesforce

Job description

A financial institution in New York seeks a dedicated professional to manage customer inquiries, ensuring a high level of service and compliance. The ideal candidate will have at least 3 years of experience in the financial sector, strong attention to detail, and the ability to thrive in a fast-paced environment. Key responsibilities include liaising with clients and internal teams, managing case tools, and ensuring compliance with regulatory standards. This position offers a competitive salary and benefits package.