The Sr. Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The Sr. CSR will provide premiere customer service via phone, fax and e-mail across all regions. This position supports the timely response to and resolution of client inquiries regarding deposit and loan services. The incumbent is responsible for various functions, including but not limited to: Peer training, compliance with audit procedures, cash management servicing, completion of internal and wire transfers and loan draw-downs for clients. In addition the CSR will be responsible for the opening and servicing of new accounts in a centralized environment for the clients of National Banking. The CSR will be tasked with building and maintaining relationships with both internal and external clients in order to best satisfy client requests and research and resolve potential issues. The qualified candidate must have a proven track record in the client servicing industry. The position requires excellent communication, analytical, interpersonal and leadership skills to support the success of the business line. An understanding of banking products and services and delivery channels is required. The Sr. Client Service Representative must be able to address a variety of client-initiated concerns/questions on a daily basis. Higher level client service issues will be escalated to Sr. Client Service Representative from junior members of the team. The incumbent must be able to determine solutions to problems and respond to the client with quick turnaround. The incumbent will be a direct point of contact for the client and internal business lines. She/he will meet assigned timelines for completing client request and resolution of problems. With successful interaction with and guidance from the Banking Services Client Servicing Manager and the Unit Manager, the Sr. CSR will be able to positively influence relationships with the clients. The Sr. Client Service Representative will interact with internal and external clients both verbally and through written communication. She/he must demonstrate sensitivity to the client's concerns and project a professional image when dealing with the client. In addition, the Sr. Client Service Representative must possess the ability to successfully interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided.
Qualifications The qualified candidate must have 3-5 years of client service experience, preferably in the financial service industry. Bachelor s Degree preferred. Prefer that candidates have a Series 7 and 63 licenses or be willing to obtain licenses within the first six months of employment.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 31080
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1801142