Piermont Bank · 4 days ago
Client Care Relationship Associate
New York, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $100K/yr
5+ years expPiermont Bank is a digital commercial bank focused on serving fast-growing companies. The Client Care Relationship Associate plays a crucial role in supporting account growth and enhancing client experiences through effective relationship management and business development efforts.
BankingCommercialCommercial Real Estate
Responsibilities
Support the Bank’s account opening and cross selling through digital acquisition
Growing relationships with existing customers by understanding their businesses and catering to their banking and service needs
Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts
Apply client, product, and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners
Process transactional activities including wires, online banking, remote deposit checks, ACH, and some limited teller transactions
Work with internal teams to resolve any client issues and service accounts
Communicate with clients and respond to inquiries in a responsive and timely matter
Support implementation of new programs and initiatives related to depository products and services when needed
Qualification
Required
Bachelor's degree or equivalent
5+ years of related banking experience, business banker, new accounts representative, universal banker or equivalent
Strong business development skills and proven sales track record in generating new business and/or cross selling
Knowledge about banking products and services, comprehensive understanding of regulatory and compliance related to daily job functions
Strong technical skills and experience with depository related programs such as account opening, teller system etc
Excellent customer communication and relation skills
Ability to problem solve and work in a fast paced and evolving environment
Benefits
Medical
Dental
Vision
401k
Other benefits
Company
Piermont Bank
Piermont Bank provides an unprecedented experience that blends banking and agile startups.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Wendy Cai-Lee
Founder, CEO, President & Board Director
Rodrigo Suarez
Chief Banking Officer
Recent News
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