Client Care Manager
$75,000–$95,000 year
On-siteNew York, United States
Job Summary
Deliver excellent account opening and onboarding experiences for new clients while applying product knowledge to relay onboarding requirements, steps, and status updates. Process transactional activities including wires, online banking, remote deposit checks, ACH, and limited teller transactions. Proactively resolve client issues and service accounts through timely communication with both clients and internal partners. Lead efforts to improve and implement compliance functions, including audits, controls, records management, and security procedures. Mentor Client Care Associates as needed. Administer implementation of new programs and initiatives related to depository products and services under the direction of the Team Lead.
Required Qualifications
- Bachelor's degree or equivalent
- 7+ years of related banking experience, teller, new accounts representative, universal banker or equivalent
- Knowledge about banking products and services
- comprehensive understanding of regulatory and compliance related to daily job functions
- Strong technical skills and experience with depository related programs such as account opening, teller system etc
- Excellent customer communication and relationship skills
- Ability to problem solve and work in a fast passed and evolving environment
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