Senior Associate. Client Service Associate (CSA)

Job Description Summary

The Client Service Associate (CSA) serves as the primary coordinator between clients, Relationship Managers, and internal business partners to ensure a seamless client experience. This role is responsible for managing client service requests, maintaining strong client relationships, and supporting a portfolio of commercial banking clients through the execution and coordination of a wide range of account servicing and operational activities.

Key Responsibilities for the Role

• Build and maintain strong client relationships in partnership with Relationship Managers.

• Serve as a key point of contact for client inquiries and service requests.

• Provide clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms.

• Process overdraft decisions and provide basic online banking support.

• Review specialized reporting and assist with relationship grouping activities.

• Support account analysis maintenance, account opening, and new client onboarding activities.

• Coordinate client requests related to money movement, including manual wires, transfers, drawdowns, and repetitive wire transactions.

• Facilitate fee reversals, interest adjustments, limit increases (ACH, wire, and remote deposit), and rate variance requests.

• Assist with fraud reporting and case management, escrow subaccount maintenance, and the resolution of unposted check and ACH payments.

• Ensure all activities are completed in accordance with bank policies, procedures, and regulatory requirements.

Key Skills and Experience

• Minimum of 3 years of experience in banking, financial services, or a related financial industry role.

• High School Diploma or GED required; Associate’s or Bachelor’s degree preferred.

• Knowledge of banking products, services, operations, policies, procedures, and applicable financial industry regulations.

• Proficiency with Microsoft Office applications; Salesforce experience preferred.

• Strong client service, relationship management, and interpersonal skills.

• Excellent verbal and written communication abilities.

• Demonstrated ability to manage multiple priorities in a fast-paced environment.

• Strong organizational, time management, problem-solving, and prioritization skills.

• Ability to work collaboratively with clients, Relationship Managers, and cross-functional partners to deliver exceptional service.

****This is a remote role based in the New York City Metro areas.****

The estimated hourly pay range for this position is $35.00 USD to $40.00USD. Actual pay range may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.