Position Title

Private Client Contingency Officer

Location

New York/1400 Broadway/114025

Job Summary

The role will support PCG clients and Bankers directly and where needed by location and/or branch. Provides utility support by facilitating banking services and documentation support meeting specific branch and/or location needs. Acts as the central point of contact for Private Client Groups requiring additional assistance where staffing deficiencies exists.

Pay Range: $24.36 - $34.62 - $44.87

Job Responsibilities:

Reviews and prioritizes requests for support received from multiple Private Client Groups via telephone and email. Coordinates response efforts and completion of tasks.

Assesses problems reported by Bankers in servicing clients and determines most efficient and expedient method of resolution. Escalates where appropriate.

Leads efforts to improve situations in contingency modes. Identifies trends, best practices and makes recommendations for procedural changes as needed. 

Supports Private Client Groups with client relationships, including wire transfers, new account paperwork, foreign wires, collections etc.

May be asked to fulfill a broad range of financial center operations tasks, including: facilitation of transaction processing, financial center proof, daily/monthly financial center reports, monthly audits, etc.

May be required to perform teller functional duties when necessary.

Requirements

High school diploma or general education degree (GED) and one to two years of related experience..

0 to 3 years financial services or teller experience

Supervisory experience (preferred)