A CSA acts as the client service lead of relationships and manages interactions and workflow between clients and internal partners to ensure a smooth and efficient client experience.In this role, you will build and maintain relationships with clients in coordination with relationship managers. You will have the opportunity to service a portfolio of relationships by executing and facilitating various requests to meet client needs.
What you will do- CSAs are responsible for executing the following tasks: Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms. CSAs enter overdraft decisions, provide basic online banking assistance, review specialized reporting, and assist with relationship grouping. CSAs assist with facilitating the following tasks: Account analysis maintenance, account opening, coordination with RM to outline accounts/products/services needed for new client onboarding, drawdowns/repetitive wires, fee reversals, fraud reporting/cases, interest adjustments, limit increases (ACH, wire, remote deposit), money movement (manual wires and transfers), rate variance requests, escrow subaccount creation/maintenance, and unposted check/ACH payments.
Skills and Abilities- Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) 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 appropriate legislation pertaining to Financial Industry is required.
- Knowledge of business practices, bank products and services, bank policies, and procedures is required.
- You should have excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills.
- Experience with Microsoft office is required. Salesforce experience is preferred.
- Exceptional multi-tasking skills, effective time management, organizational and prioritization skills are strongly encouraged.
Education Qualifications- H.S. Diploma or General Education Degree (GED) required
- Bachelor's Degree in Arts/Sciences (BA/BS) preferred
Experience Qualifications- 3-4 years For this position, you must have at least 3 years of experience in the financial industry. required
The estimated salary for this position is $40.00 per hour. 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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