PB Client Service Associate

Job description

The Private Bank Client Service Associate assists clients with the loan application process and services their needs post-loan close. The CSA has or will develop a foundational understanding of the loan origination process as well as servicing channels for mortgage and deposit requests. The CSA also assists with credit analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager.

Primary responsibilities include Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity). Assists their respective relationship manager with coordinating client meetings, events, and gifts. Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close: Pre-qualifications and documentation analysis for prospective clients.

Answering questions about Initial Loan Estimate. Working closely with the Lending Specialist/ Client Relations Manager to obtain additional needed documentation. Working closely with their Preferred Banker to obtain additional documentation for deposit relationship opening, ensuring this is completed in the pre-approval stage. Coordinating with escrow to schedule their loan closing post approval, and assisting with coordinating client's down payment to escrow.

Answering client questions on closing disclosure and loan documents. Ensuring client is set up with online tools for viewing and managing their mortgage Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more. Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent Qualifications, Education, Certifications and/or Other Professional Credentials:

• 1-3 years of experience in a client-facing role within private banking, wealth management, luxury hospitality, or a comparable high-touch service environment.
• Proficiency with technology, including MS suite of products; ability to maintain accurate records and generate reports.
• Exceptional written and verbal communication skills; impeccable relationship management, follow through and attention to detail.
• Demonstrated experience coordinating events and/or travel logistics.
• High degree of professionalism, discretion, and sound judgment when handling confidential client information.
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Bachelor’s degree in Business, Communications, Hospitality, Finance, or a related field preferred
• Familiarity with financial services compliance and client data privacy requirements.

Hours & Work Schedule

Hours per Week: 40 FLSA: Non-exempt Work Schedule: M-F 4 day in office requirement/WFH 1 day Pay Transparency The salary range for this position is $38.46 - $48.07 per hour, plus an opportunity to earn an annual discretionary bonus beginning performance year 2027. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .