Customer Service Representative - Commercial Banking Job at Tandym Group, New York, NY

VHJJRmZYNWZGeGs1T2hWUm02WE9CUnlrc0E9PQ==
  • Tandym Group
  • New York, NY

Job Description

A banking services company in New York City is looking to add a new Customer Services Representative to their growing team. In this role, the Customer Services Representative will be responsible for for assisting Commercial Banking teams with the handling of all service-related matters for their clients, including operations, account opening and maintenance, cash management, and loan servicing.

About the Opportunity:

  • Start Date: ASAP
  • Hours: 9am to 5pm

Responsibilities:

  • Establish robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients
  • Assist in the review of daily reports, temporary overdrafts, and funds transfer requests including fee modifications and waivers
  • Collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC
  • Perform client call backs to authenticate and verify client requests related to client transactions, account maintenance and loan servicing
  • Coordinate and manage manual wire and internal transfer requests
  • Assist clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.)
  • Effectively handle the timing of communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand
  • Perform other duties, as needed

Qualifications:

  • 1+ year of Customer Service experience
  • Bachelor's Degree or transferable work experience
  • High School Diploma / GED
  • Solid problem solving and time management skills
  • Exceptional phone etiquette
  • Great interpersonal skills
  • Excellent communications skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills

  • Previous experience in a Banking setting
  • KYC background

Job Tags

Temporary work, Work experience placement, Bank staff, Immediate start,

Similar Jobs

Reid & Associates Executive Search

Interim Cath Lab Manager Job at Reid & Associates Executive Search

 ...Are you a seasoned and successful change agent in the Cardiac Cath Lab? Reid & Associates is searching for an Interim Manager of Cardiac Cath Lab for a hospital in California. Solid established and successful program Department has a support structure in place... 

ProCare Therapy

Education Account Executive Job at ProCare Therapy

 ...healthcare staffing, empowering school districts nationwide to fulfill a diverse array of vital roles, from paraprofessionals to special education teachers and therapists. As a result, we have opened a brand new office in Tempe, AZ! If you aspire to be part of... 

Taylor Farms

Sanitation Manager Job at Taylor Farms

 ...Job Description: The Sanitation Manager will monitor and supervise the cleaning of the plant production equipment and facility to meet food safety, customer quality and employee safety requirements. The position will ensure employees follow Company policies and procedures... 

SCA Health

Business Office Manager - Gladiolus Surgery Center Job at SCA Health

 ...join our team, they will . Responsibilities Provide operational support to the facility by performing various business office functions. These functions are to include (but not limited to): Human Resources, Medical Records, Credentialing, Admissions/Intake,... 

The Stembridge Agency, LLC

Orthopedic Surgery - Physician Opportunity only Job at The Stembridge Agency, LLC

(Physician/MD qualifications required) Orthopedic Surgery -This south GA Regional Health System, a JCAHO accredited facility, has vigorously re-launched its search for a board certified|board eligible general Orthopaedic surgeon. Familiarity with the anterior hip approach...