Client Service Representative

Job Description

The Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The 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: Compliance with audit procedures, 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 of customer service experience, preferably in the financial/banking 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 preferred. 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, the Unit Manager, and senior members of the team, CSR will be able to positively influence relationships with the clients. The 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 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.


The qualified candidate must have 1-3 years of client service experience, preferably in the financial service industry. Bachelor s Degree preferred.

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: 31079
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1912772