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Rose International

Client Service Representative Banking Operations

Career Insights for Client Service Representative / Associate

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Based on Florida data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$44,899 / year median in Florida

-2% projected decline

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Job Description

Required Education
  • High School DiplomaRequired Skills
  • Relevant experience in banking operations, personal banking, private banking, wealth management, or financial-services client support
  • Strong client-service orientation and professional communication skills
  • Strong organizational, analytical, and problem-solving abilities
  • Ability to identify, research, and resolve client and operational requests
  • Ability to manage multiple priorities while maintaining accuracy and meeting deadlines
  • Sound critical-thinking skills and the ability to exercise appropriate judgment
  • Ability to work effectively both independently and as part of a team
  • Strong verbal and written communication skills
  • Comfortable working directly with clients in person, by telephone, and through email
Preferred:
  • Knowledge of banking operations, products, services, federal regulations, and banking guidelinesCandidate Profile Priorities (for the Agency):1.
Hands-on banking operations or account-servicing experience2.Experience processing or supporting wires, transfers, account openings, closings, and maintenance3.Direct client-service experience in a bank or financial-services environment4.Familiarity with banking documentation, controls, risk, and compliance requirements5.Professionalism and communication skills needed to support a high-touch client environment6.Ability and interest to transition into a permanent position following a successful contract periodUnder direct supervision, the Senior Personal Banker will deliver an exceptional client-service experience while supporting clients across a range of banking products and services. The individual will interact with clients in person, by telephone, and by email, responding to inquiries and providing requested information. The contractor will also execute or submit administrative and operational requests involving new and existing accounts, account maintenance, money movements, account closures, documentation, and client issue resolution.
Tasks & Responsibilities:
  • Execute or submit client account-servicing requests within required time frames
  • Prepare and submit wires, fund transfers, and other money-movement requests
  • Prepare required documentation for new accounts, account closures, and account maintenance
  • Maintain complete and accurate account records and image supporting documentation
  • Research and help resolve client inquiries and account-servicing issues
  • Handle paying and receiving activities, including cash transactions and daily balancing
  • Follow Wealth Management Lobby Banking Operations policies and procedures
  • Coordinate with Relationship Management and NCSS teams to obtain the information required to complete client requests
  • Develop a strong understanding of the steps, documentation, and approvals associated with each servicing activity
  • Complete work in strict adherence to Northern Trust and Wealth Management risk management, compliance, and operational requirements
  • Promptly escalate operational, risk, compliance, or documentation concerns to management
  • Develop proficiency with the business applications and online tools used for client and account servicing
  • Stay informed about platform and technology enhancements affecting partner and client service
  • Assist with the maintenance and servicing of safe deposit boxes, where applicable
  • Maintain knowledge of banking products, services, and compliance requirements to respond to client questions
  • Monitor banking reports and assist with banking audits as directed by the
ManagerInterview Process:
  • 1st round: In-person
  • 2nd round: Virtual
  • Only those lawfully authorized to work in the designated country associated with the position will be considered.
  • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

Benefits

  • Dental Insurance