Client Services Representative

• Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
• Prepare and process documents, such as new accounts, fund transfers, etc.
• Complete account and product documentation along with maintaining customer account records
• May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
• Offer assistance to clients who call for or drop by to see their Relationship Manager
• Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities

Finance Client Service Associate

Account Manager, Client Services

Client Services Associate – Deposit Operations Support Team

Account Manager, Client Services

Associate Director, Client Services

Client Support Manager