Client Services Representative (Need Local to Pittsburg, PA)

Full-time onsite role 8 AM- 5 PM Monday through Friday

Office is located at 301 Grant St Ste 2700 Pittsburgh, PA, 15219. Avg (USD)90/ month parking fee to be paid by worker (varies based on parking lot they choose)

Bachelor’s Degree required

Manager Notes:

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation


• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests


• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction


• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements


• Works closely with other teams within operations and throughout the bank to enhance current processes


• Participates effectively in assigned projects

Skills

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution


• Exceptional interpersonal and communication skills


• Proficiency in Microsoft Office preferred


• Keen attention to detail and understanding of loan process/system and applicable lending requirements


• Analytical problem-solving capabilities


• Strong work ethic and ability to be self-directed


• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities