Banking Client/Customer Service

We're looking for a Customer Service Representative to join a Private Banking support team at one of our preferred clients. In this role, you'll be a key point of contact for both internal teams and external clients, ensuring high-quality service across account operations, cash management, and loan servicing. You'll help manage daily service requests, resolve inquiries, and support key banking functions in a fast-paced, team-oriented environment.

Key Responsibilities
- Take ownership of client inquiries and assist with daily servicing needs across account maintenance, transactions, and internal banking support.
- Use case management tools to track, prioritize, and resolve tasks in line with service level agreements.
- Foster strong communication and coordination with business, operations, and internal banking teams to deliver a white-glove client experience.
- Review reports and process wire transfers, overdraft approvals, and fund transfer requests (including fee waivers/modifications).
- Perform call-backs to authenticate client transaction requests and confirm account changes.
- Support the KYC process and ensure compliance with internal guidelines and regulatory policies.
- Communicate with clients and partners via phone, email, chat, or in-person to manage service requests and follow-ups.
- Apply sound judgment and problem-solving skills to resolve service issues quickly and effectively.
- Manage communication flow for client instructions, training schedules, internal projects, and updates.
- Participate in internal projects and testing initiatives to enhance data integrity and client satisfaction.
- May occasionally support teller functions as backup in some locations.

Qualifications
- 1-3 years of experience in the financial services industry or transferable customer service skills.
- Proven passion for delivering high-touch, white-glove customer service.
- Strong multitasking, time management, and prioritization abilities.
- A self-starter who demonstrates integrity, accountability, and attention to detail.
- Excellent written and verbal communication skills.
- Bachelor's degree or relevant professional experience.
- Ability to collaborate effectively within a team and contribute to a supportive, high-performing workplace.

This is a full-time direct hire position offering excellent benefits and competitive salary. For immediate consideration, please submit a resume along with a cover letter highlighting your private banking experience.
Employment Type: Full-Time
Salary: $ 75,000.00 Per Year