Client Service Advisor

893

Columbus, OH, US
Competitive salaries; ownership stake included; me...
Treasury management service experience
Deposit operations knowledge
Loan administration skills
The role serves as a primary point of contact for law firms and legal professionals regarding operational activities and financial services

Job Summary

  • The role serves as a primary point of contact for law firms and legal professionals regarding operational activities and financial services.
  • Candidates will be responsible for opening, maintaining, and closing various account types while ensuring strict adherence to federal and state regulations.
  • The company offers competitive salaries, an ownership stake, comprehensive medical and dental insurance, and a robust 401k matching program.

Matching Summary

The role serves as a primary point of contact for law firms and legal professionals regarding operational activities and financial services.

Salary

Competitive salaries; Ownership stake included; Medical, dental, 401k matching, tuition assistance

Skills & Requirements

Must-have

  • Treasury Management Service experience
  • Deposit operations knowledge
  • Loan administration skills
  • Regulatory compliance adherence
  • Customer relationship management

Nice-to-have

  • Business development support experience
  • Account analysis capabilities
  • Wire transfer renewal expertise
  • Professional communication skills
  • Strategic relationship building

Key Requirements

  • 1+ years related experience in Treasury Management
  • High school diploma required
  • Bachelor's degree preferred
  • Intermediate banking operations knowledge
  • Knowledge of regulatory compliance obligations

Work Rights

Not specified

Tailored Resume

Cover Letter