Senior Pcb Client Support Specialist - Rj Bank

Raymond James

Hybrid
Private client loan support
Raymond james bank deposit support
High net worth client interaction
Assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit

Job Summary

  • Assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit.
  • Provide assistance for internal and external clients with Raymond James Bank deposit products, including Enhanced Savings Accounts, Bank Certificates of Deposits, and retail deposit accounts.
  • Works closely with the lead account support specialist and department supervisor to ensure the department remains fully compliant with all rules/regulations.

Matching Summary

Assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit.

Skills & Requirements

Must-have

  • Private Client loan support
  • Raymond James Bank deposit support
  • High Net Worth client interaction
  • Regulatory compliance
  • Loan servicing responsibilities
  • Deposit servicing responsibilities

Nice-to-have

  • World-class client experience
  • Continuous evolution of the firm
  • People-first culture
  • Authentic selves

Key Requirements

  • 7 to 12 months General Experience
  • Intermediate knowledge and skills
  • Less than 25% Travel

Work Rights

Not specified

Tailored Resume

Cover Letter