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Piermont Bank · 18 hours ago

Client Care Associate

New York, NY

Full-time

Onsite

Mid Level

$75K/yr - $85K/yr

3+ years exp

Piermont Bank is a digital commercial bank dedicated to serving fast-growing companies with a fully digital experience. The Client Care Associate plays a vital role in supporting clients from onboarding through their journey, ensuring a positive experience and addressing their needs effectively.

Real EstateBankingCommercialCommercial Real Estate

Responsibilities

Provide each new client an excellent account opening and onboarding experience

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

Assist in improving and implementing compliance functions including audits controls, records management, approvals and ensuring all security procedures are strictly followed

Support implementation of new programs and initiatives related to depository products and services when needed

Qualification

Banking experienceRegulatory compliance knowledgeDepository programs experienceCustomer communication skillsProblem-solving skillsAdaptability

Required

Bachelor's degree or equivalent

3+ years of related banking experience, teller, new accounts representative, universal banker or equivalent

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

Company

Piermont Bank

Piermont Bank provides an unprecedented experience that blends banking and agile startups.

Founded in 2019

New York, New York, USA

11-50 employees

https://www.piermontbank.com

Funding

Current Stage

Early Stage

Leadership Team

Wendy Cai-Lee

Founder, CEO, President & Board Director

Rodrigo Suarez

Chief Banking and Innovation Officer

Recent News

Crowdfund Insider

Atrium’s SaaS Platform Aids Real Estate Research

2025-10-28

Bank Innovation

Piermont Bank CEO Cai-Lee to speak at FinAi Banking Summit

2025-10-21

Bank Think

The Most Powerful Women to Watch, No. 10, Wendy Cai-Lee, Piermont Bank

2025-09-24

Company data provided by crunchbase