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Client Service Associate 2

Company: Sterling Bancorp
Location: White Plains
Posted on: June 7, 2021

Job Description:

Are you highly motivated, detailed oriented and passionate about preparing for your career? Then we are looking for someone just like YOU to join our team!

We look for people who can dream, think, create and grow. Our culture thrives on embracing and rewarding imagination and is characterized by an unwavering commitment to high achievement. We pride ourselves on sharing ideas, diversity of thought and embracing dedicated, talented and driven individuals who value honesty, integrity and go above and beyond. As we continue to grow we need YOU to meet our demands for success.

Why Us?

We have developed and executed differentiated strategies that are helping us thrive in a rapidly changing industry.

There is no shortage of talent - we work hard to make Sterling an employer of choice.

None of the bureaucracy found in larger banks - open door policy with all executives.

One Dream, One Team, One Purpose, One Culture

Our Single Point of Contact model ensures every client and colleague feels valued and knows who to reach out to for specific guidance. Our purpose is to use the power of banking to move our company forward. We believe in a fair, ethical, and sustainable future-one where everyone thrives on a compliant and level playing field.

We are a results-driven culture, with a keen focus on collaboration acceleration. We work hard, We win as a team, and We honor the diversity of skills brought by the collective.

What's in it for YOU

We aim to help you figure out exactly where you see yourself in our business. Whatever your passion, we will support you in getting the skills necessary to make your mark.

This is an exciting opportunity to build and grow your career in the financial services industry and experience a high performing, team-oriented environment. As a multi-tasker with a keen eye for detail, you will deliver value by providing a personalized experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services. You will be responsible for processing banking transactions while ensuring data accuracy and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions.

As the Client Service Associate, you will also perform a variety of client service functions associated with supporting the strategic initiatives of the Financial Center to enable business development, revenue growth, client retention and growth and sales delivery enhancements.

Client Transactions and Cash Control

  • Process a variety of client transactions efficiently and accurately, maintaining and balancing a cash drawer and adhering to policies, individual authority levels and procedures.
  • Perform a variety of operational functions in accordance with cash control policies and procedures including but not limited to: ordering and verifying coin and currency shipments; ensuring daily work is captured within assigned timeframes and that it conforms to processing requirements; assisting with end of day work and consolidation; completing and running required daily reports such as cash reports, cash control, etc.
  • Provide support in data and process audits as needed to keep the Financial Center Team in compliance with policies, procedures and state and federal laws.

Client Service

  • Provide exceptional client service through an eye for detail and focus on solutions. Engage clients in conversation with an understanding of deposit and lending products and services.
  • Respond to client inquiries and concerns by researching and identifying solutions.
  • Assist with basic deposit account openings, basic lending and account maintenance requests with monitoring and coaching provided by a more senior level colleague.
  • Skillfully identify correct product types through needs-based questioning to build and deepen client relationships. Cross-sell bank products and refer clients to other lines of business within the bank.
  • Maintain accurate records for all safe deposit box transactions and ensure all policies and procedures are followed while removing and returning safe deposit boxes to compartments including examining vault area after client vacated. Ensure client signs visitation slip, verify against signature on file, and only accept original issued key for entry.
  • Confidently drive sales through service and knowledge to achieve personal and team goals.

Team Accountability

  • Provide mentorship and guidance to the Client Service Associate 1 - overseeing his/her activities as needed.
  • Observe and understand the role that Personal Bankers perform to serve new and existing clients with distinction.
  • Respond to complex and varied inquiries and requests from clients. Utilize knowledge of transaction processing as well as applicable internal policies, procedures, systems and regulations to handle escalated situations effectively.
  • As the escalation point for complex requests and issues, establish and maintain effective communication, coordination and working relations with internal and external clients and business partners.

Ensure compliance with all regulations, policies, and procedures. Observe security policies in accessing, securing and protecting confidential and sensitive client information. Identifying and referring mortgage CRA opportunities when appropriate.

Who We Want

  • At least 1 year of banking experience, cash handling and customer service experience
  • Ability to accurately handle large amounts of cash
  • Basic Microsoft Office skills (Outlook, Excel, Word)
  • Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
  • High School Diploma or GED is required, candidates with advanced degrees (Associates and/or Bachelor's) preferred.
  • Self-starter and highly motivated - exceptionally proactive and know how to get in front of problems to contain them. Displays passion, drive and commitment to deliver great client experience.
  • Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
  • Great Communication Skills - Strong communications, both verbally and written. Comfortable in engaging all clients. Collaborates effectively to get things done, building and nurturing strong relationships.
  • Knowledge of banking products, procedures and regulations.
  • Other Attributes - flexible and agile; takes initiative and solves problems; extremely accurate and detail-oriented; highly organized.
  • Candidates must possess the ability to lift and carry cash drawers, coin bags and boxes sometimes weighing as much as 25 pounds.

At Sterling National Bank, we rely on diversity of culture and thought to deliver on our goals. To ensure this we seek talented, qualified people for all of our career opportunities, regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, veteran status, or any other protected classification under federal, state and/or local laws. Sterling National Bank is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

All Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. H1-B and green card sponsorship is not available for any position and we will not consider F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders for employment opportunities.

All offers for employment with Sterling National Bank are contingent on successful completion of background investigation, including drug and fingerprint screening.

Keywords: Sterling Bancorp, White Plains , Client Service Associate 2, Other , White Plains, New York

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