7 Client associate Jobs in White Plains, NY
FlagStar Bank is Hiring a Client associate Near White Plains, NY
Position Title
Client Associate
Location
NY / White Plains Floor 5
Job Summary
The Client Associate provides personalized banking services to financial institution clients by performing the following duties.
Pay Range : $24.36 - $34.62 - $44.87
Job Responsibilities :
DUTIES :
- Prepares and compiles new client applications and information to open new accounts and orders all necessary check books and ATM cards.
- Assist in processing wire transfers for clients as needed.
- Responds to client inquiries and requests regarding accounts, balances etc.
- Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related client issues.
- Assists in maintaining operational compliance with bank policies and regulatory requirements.
- Assist with Account Opening process following established procedures and policies.
- Maintain client files.
QUALIFICATIONS :
- 1 year banking experience required
- High school diploma or general education degree (GED)
- Knowledge of teller activities (preferred)
- Knowledge of banking regulations and AML
- Knowledge of financial service products
Last updated : 2024-06-20
Job Summary
Full Time
$58k-75k (estimate)
06/11/2024
08/27/2024
connectity.com
<25
The job skills required for Client associate include Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client associate positions, which can be used as a reference in future career path planning. As a Client associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client associate. You can explore the career advancement for a Client associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.
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