Client Service Associate

Job Summary

Serving as the primary coordinator for client interactions, the full-time remote Client Service Associate will manage client service requests, maintain strong client relationships, and support a portfolio of commercial banking clients through various account servicing and operational activities.

Key Responsibilities

• Build and maintain strong client relationships in partnership with Relationship Managers
• Serve as a key point of contact for client inquiries and service requests
• Coordinate client requests related to money movement and assist with account servicing activities

Required Qualifications

• Minimum of 3 years of experience in banking, financial services, or a related financial industry role
• High School Diploma or GED required; Associate's or Bachelor's degree preferred
• Knowledge of banking products, services, operations, and applicable financial regulations
• Proficiency with Microsoft Office applications; Salesforce experience preferred
• Demonstrated ability to manage multiple priorities in a fast-paced environment