Client Service Representative (csr)

IDB Bank

New York, NY, United States
Base: $70,000 - $86,000 annually; bonus: eligible ...
On-site
3+ years financial industry experience
Strong attention to detail and accuracy
Knowledge of bsa aml kyc regulations
The role involves taking full ownership of customer inquiries to support retention and growth within Commercial Banking teams

Job Summary

  • The role involves taking full ownership of customer inquiries to support retention and growth within Commercial Banking teams.
  • Employees will effectively manage case management tools to prioritize tasks and monitor progress against service level agreements.
  • The company offers a comprehensive benefits package including medical coverage, 401(k) participation on day one, and generous paid time off.

Matching Summary

The role involves taking full ownership of customer inquiries to support retention and growth within Commercial Banking teams.

Salary

Base: $70,000 - $86,000 annually; Bonus: Eligible for annual bonus; Benefits: Medical, dental, vision, life insurance, 401(k), PTO, tuition reimbursement

Skills & Requirements

Must-have

  • 3+ years financial industry experience
  • Strong attention to detail and accuracy
  • Knowledge of BSA AML KYC regulations
  • Excellent written and oral communication skills
  • Ability to multi-task in fast-paced environment

Nice-to-have

  • Passion for white glove customer service
  • Experience with Salesforce or Core Banking systems
  • Jack Henry SilverLake FiServ application experience
  • Proven problem-solving and sound judgement skills
  • Collaborative team player with integrity

Key Requirements

  • Associate or Bachelor Degree required
  • 3+ years experience in financial industry
  • Knowledge of regulatory requirements like BSA and AML

Work Rights

Not specified

Tailored Resume

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