Client Service representative - Private Bank

TriState Capital Bank in Pittsburgh, PA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $66,930.00 - 112,010.00 / Year*
position filled
Job Summary: The Client Services Representative 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 in a specific functional area of the Private Bank Service Team, such as processing modifications or spearheading past due interest payment collection efforts. 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 Job Responsibilities: Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking. Works closely with all members of the Private Bank Service Team in supporting client requests. Closely monitors and resolves past due interest payment issues. 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. 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 and Experience Requirements: Bachelor s degree or equivalent combination of education and experience. A minimum of 4 years of financial industry experience, including 2 years of bank operations and/or client service experience. 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. TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.
Associated topics: banking solution, customer, loan originator, loan servicing officer, mortgage loan, mortgage underwriter, personal banker ii, personal banker iv, representative, sale

* Estimated salary


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