Senior Client Associate

Date Active

Feb 1, 2022 9:55:28 AM

Requisition #

616

Hours Per Week

40

Location

LI Jericho-LIJER

City

Jericho

State

New York

Job Description/ Requirements

As a Senior Client Associate you will serve as the day to day liaison with clients, enhancing the quality of service provided and strengthening our client relationship, as well as service a the deposit needs of a portfolio of relationships while performing various banking transactions to meet our client needs and support business plans that are consistent with the financial and market development goals of SNB.

• Administer activities related to bank transactions, account openings and documentation in APEX, system; perform account maintenance, cash management, SWEEP, account analysis, account reconciliation, loan payments, requests for advances on lines of credit along with other deposit and loan specialty functions

• Support team throughout all phases of client management relationship process by acting as a liaison between the client and various departments within and outside bank; partner with specialists to ensure clients gain access to experts who can assist with their specialized financial needs.

• Utilize research and problem solving skills to identify, analyze and resolve client issues promptly; maintain system to track responses to inquiries and ensure follow-up action is completed

• Perform a variety of administrative functions for team that require knowledge of bank operations, procedures, deposit and lending routines

• Convert service transactions into sales opportunities by assisting Managing Directors in ongoing monitoring and maintenance of client loan portfolio.

• Collect documents required for business deals: create and maintain client/credit files in accordance with compliance standards and compose letters/memos to clients.

• Ensure compliance with all regulations, policies, and procedures.

 

 

• You must have at least 8 years of experience in banking and a background in cash handling as well as experience completing functions similar to those listed above.

• Candidates with advanced degrees (Associates, Bachelors, and/or Masters) preferred, yet a High School diploma or GED is required.  Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration.

• Knowledge of business practices, bank products and services, business banking policies and procedures.

• Knowledge of appropriate legislation pertaining to deposits and loans.

• Exceptional multi-tasking skills, effective time management, organizational and prioritization skills as well as strong verbal and written communication skills.

• Experience with Microsoft Office is required.

• Strong understanding of basic accounting principles.

The estimated salary range for this position is $ 25.00 HR to $ 32.00 HR. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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Equal Opportunities