Client Services Representative, Servicing
Description
**Primary Functions of the Position:**
+ Interacts daily with internal and external clients and provide customized solutions to their requests
+ Partners effectively with other members of the Private Bank Service Team in supporting client requests
+ Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction
+ Provides premier client experience across all client engagements
+ Works closely with other teams within operations and the bank to enhance current processes
+ Actively participates in projects as assigned
**Education and Experience Requirements:**
· Bachelor's degree or equivalent combination of education and experience
· Minimum 4 years of combined education and/or customer service, financial services or related experience
· Prior bank operations and/or client service experience preferred.
**Essential Skills and Abilities:**
· Keen attention to detail and understanding of loan process/system and applicable lending requirements
· Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
· Exceptional interpersonal and communication skills
· Strong work ethic and ability to be self-directed
· Analytical problem-solving capabilities
· High level attention to detail
· Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities