Job Description
MUST HAVES:
• Bachelor’s Degree required
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Skills:
• Ability to organize and
prioritize work assignments in a consistent manner to ensure timely andefficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system andapplicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a, fast-paced, team-oriented workenvironment and adapt quickly to changing priorities
Job Summary: The Client Services Representative – Fulfillment &Production position effectively coordinates the end to end Private Banking
loan account process and provides exemplary service and support to our clients. Incumbents may be...
• Bachelor’s Degree required
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Skills:
• Ability to organize and
prioritize work assignments in a consistent manner to ensure timely andefficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system andapplicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a, fast-paced, team-oriented workenvironment and adapt quickly to changing priorities
Job Summary: The Client Services Representative – Fulfillment &Production position effectively coordinates the end to end Private Banking
loan account process and provides exemplary service and support to our clients. Incumbents may be...
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