Private Bank Client Services Associate Sr (Finance)
Position Title
Private Bank Client Services Associate Sr
Location
Newport Beach/100 Bayview Circle/114053
Job Summary
The Private Bank Client Services Sr Associate provides Clients with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Reviews and processes a variety of customer service transactions. Participates in the development of client relationships, primarily in connection with Private Bank Commercial and Consumer account level transactions. Trains and develops the Client Services & Operations Assistants. Provides routine support to Relationship Managers as needed. The role requires a strong understanding of both Commercial and Consumer products and how to service, educate and assist Private Bank Clients.
Pay Range - $23.73 - $30.23 - $36.78
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
- All of the functions are required for both Commercial and Consumer products and processes
- Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes.
- Trains, mentors and develops the Client Service Associates.
- Tracks and executes departmental transactions, including wire transfers, book transfers, and deposits in accordance with Bank standards and procedures.
- Approves certain departmental transactions within predetermined authorized limits.
- Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.
- Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.
- Processes and reviews changes and corrections to customer information in computer system and in the customer files.
- Processes (under dual control) mail items.
- Communicates with internal and external customers to resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.
- Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards, and ensures that department functions are compliant and in order as required.
- Completes daily check reviews, and BSA request responses.
