Client Associate
$50,000–$60,000 year
On-site · New York City, New York, United States
Job Summary
Client Associate opened in-office role in Midtown Manhattan for Private Banking group; responsibilities include opening/closing/selling/servicing deposits and loan products, supporting new business development, conducting account reviews for SOX 404, ensuring regulatory compliance (BSA, Reg CC, Reg DD, Reg E), handling inquiries, and preparing memos and documents. Requires knowledge of bank products, exceptional customer service, proficiency in Microsoft Office and Fiserv, and ability to adhere to bank policies and regulatory requirements.
Required Qualifications
- High School Diploma or equivalent and/or minimum two years’ retail banking experience.
- Exemplary professionalism and customer service skills.
- Must be resourceful and flexible.
- Meet criteria for satisfactory credit history.
- Strong Microsoft Office knowledge (previous spreadsheet use key). Director experience or similar archival tool. Strong Fiserv experience.
- Transaction research and working knowledge of regulations impacted by this function through various resources.
- Must comply with all state and federal regulations.
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