Client Services Representative

Overview

The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients

Responsibilities

• Front line client service support;
• Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
• Act as one point of contact for clients in a designated area; including overseeing all aspects of the deposit relationship of a client
• Manage total relationship for clients from application to ongoing support;
• Tracking/ monitoring of account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines
• Process monetary transactions for customer accounts;
• Process account maintenance/updates & corrections on IBS;
• Strong knowledge of Bank’s services and products for client support and cross-selling;
• Provide research assistance and information to customers;
• Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures
• Perform other duties as assigned.

Qualifications

Required:

• 3 years experience
• Bachelor’s degree or equivalent work experience
• Creative and strategic thinker with excellent problem solving and organizational skills;
• Ability to exhibit professionalism and a positive attitude under pressure;
• Ability to work independently yet collaborate cross-functionally in a team environment;
• Superior oral and written communication skills;
• Ability to handle multiple priorities, projects and relationships simultaneously;
• Proven success in managing large client accounts.

Physical Requirements:

• Local travel may be required
• Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position.
• Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists.
• Light work that may include moving objects up to 20 pounds.

PWB is an EEO/AA/Disability/Vets Employer