Senior Client Service Associate jobs in United States
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Dime Community Bank · 1 day ago

Senior Client Service Associate

Dime Community Bank (Dime) is currently hiring for a Senior Client Service Associate at its Staten Island Private Banking Office. The Senior Client Service Associate is responsible for opening, closing, selling, and servicing all of the bank’s deposit, commercial and consumer loan products to new and existing customers in the Private Banking Group Directors' portfolio.

BankingCommercial LendingCommunitiesWealth Management

Responsibilities

Open, close, sell, and service all of the bank’s deposit, commercial and consumer loan products. Possess current, in-depth knowledge of the bank’s products and services and employ this knowledge to provide appropriate solutions to customers’ financial needs
Support the new business development efforts of the Group Director through office sales, phone contact with customers/prospects, and direct mail campaigns/follow-up. May also engage in outside calling and networking activities
Perform New Account and File Maintenance Reviews to ensure the accuracy and integrity of data for SOX 404 purposes
Possess thorough knowledge and ability to properly execute regulatory and compliance requirements. Possess current knowledge of regulatory requirements, including but not limited to, BSA, Reg CC, Reg DD, Reg E
Receive and investigate customer inquiries in a confidential and timely manner
Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees, staffing) in lieu of management when appropriate. Review, submit, process, and close commercial and consumer loan requests
Screen and respond to routine external correspondence and incoming calls. Prepare memos, thank you notes, follow-up letters, forms, and legal documents
Adhere to all Bank policies and procedures
Follow instructions for any other duties as assigned

Qualification

Retail banking experienceCustomer service skillsMicrosoft OfficeFiserv experienceRegulatory compliance knowledgeResourcefulnessFlexibility

Required

High School Diploma or equivalent and/or minimum 5 years' retail/private banking experience
Exemplary professionalism and customer service skills
Must be resourceful and flexible
Meet criteria for satisfactory credit history
Strong Microsoft Office knowledge (previous spreadsheet use key). Director experience or similar archival tool. Strong Fiserv experience
Transaction research and working knowledge of regulations impacted by this function through various resources
Must comply with all state and federal regulations

Company

Dime Community Bank

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Dime Community Bank provides Multifamily Lending, Commercial, Business Banking, Personal Banking, and Residential Lending.

Funding

Current Stage
Public Company
Total Funding
$201M
2024-11-12Post Ipo Equity· $136M
2024-06-26Post Ipo Debt· $65M
1997-01-03IPO

Leadership Team

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Stuart Lubow
Chief Executive Officer
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J
Judy Wu
EVP, General Counsel & Corporate Secretary
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Company data provided by crunchbase