Client Services Representative

Full-time onsite role 8 AM- 5 PM Monday through Friday.Office is located at Pittsburgh, PA.Duties:The Client Services Representative – Fulfillment & Production position effectively coordinates the end to end PrivateBanking loan account process and provides exemplary service and support to our clients. Incumbents may be required attimes to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as applicationintake, document generation, processing modifications, or initializing money requests. This position must partnereffectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance FinancialAdvisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier clientexperience across all client engagements.Primary Functions of the Position:• Assures complete and accurate client data is captured in the loan application, internal systems, and loandocumentation• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and externalcounsel, compliance, borrowers, and all other authorized parties affiliated with each transaction• Through excellent attention to detail and thoroughness, provides a premier client experience across all clientengagements• Works closely with other teams within operations and throughout the bank to enhance current processes• Participates effectively in assigned projectsSkills: Essential Skills and Abilities:• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution• Exceptional interpersonal and communication skills• Proficiency in Microsoft Office preferred• Keen attention to detail and understanding of loan process/system and applicable lending requirements• Analytical problem-solving capabilities• Strong work ethic and ability to be self-directed• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changingprioritiesEducation:• Bachelor’s Degree required• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred