What are the responsibilities and job description for the Client Associate position at Metropolitan Commercial Bank?
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Metropolitan Commercial Bank (the “Bank”) is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities.
Metropolitan Commercial Bank was named one of Newsweek’s Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024.
Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State.
The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).
Position Summary
At Metropolitan Commercial Bank (MCB), we provide specialized banking services for EB-5 investments, combining our deep industry expertise with tailored financial products. Our commitment is to ensure a smooth, secure, and efficient journey from initial investment to project completion. The Client Associate role is a key addition to our established and thriving EB-5 Team. responsible for managing the Bank’s robust EB-5 vertical. This role will cover numerous administrative components, along with an emphasis on reviewing, tracking, filing, and processing various requests pertaining to accounts and servicing for EB-5 offerings. Additionally, the Client Associate would be fully integrated with the EB-5 Team’s portfolio, where daily communication interaction with clients will occur.
The Client Associate will report into the Group Director
Essential Duties And Responsibilities
This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.
Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Metropolitan Commercial Bank (the “Bank”) is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities.
Metropolitan Commercial Bank was named one of Newsweek’s Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024.
Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State.
The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).
Position Summary
At Metropolitan Commercial Bank (MCB), we provide specialized banking services for EB-5 investments, combining our deep industry expertise with tailored financial products. Our commitment is to ensure a smooth, secure, and efficient journey from initial investment to project completion. The Client Associate role is a key addition to our established and thriving EB-5 Team. responsible for managing the Bank’s robust EB-5 vertical. This role will cover numerous administrative components, along with an emphasis on reviewing, tracking, filing, and processing various requests pertaining to accounts and servicing for EB-5 offerings. Additionally, the Client Associate would be fully integrated with the EB-5 Team’s portfolio, where daily communication interaction with clients will occur.
The Client Associate will report into the Group Director
Essential Duties And Responsibilities
- Focus on client services and incoming client requests
- Proactively meet client needs and facilitation of requests
- Review client disbursement requests to ensure that proper USCIS triggers have been met
- Serve as Escrow Agent on escrow disbursements
- Onboard new clients onto the core banking systems
- Perform client maintenance as requested
- Collaborate with EB-5 team along with various internal departments to accommodate client requests
- Proficient in MS Office Suite products and appetite to learn core database management programs
- Strong team player with desire to develop
- Extremely detailed and task-oriented
- Ability to multi-task, work at speed to meet challenging deadlines, while maintaining high levels of accuracy
- Excellent written and verbal communication skills
- Strong interpersonal skills; work collaboratively and with integrity with key internal and external stakeholders
- Ability to maintain confidentiality and handle sensitive client information with professionalism and discretion.
This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.
Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Salary : $65,000 - $75,000
