Job Description

SEE SERVICE FROM A HIGHER PERSPECTIVE.

As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.

What you’ll do as a CONTINGENT PREFERRED BANKING CLIENT SERVICES BANKER:

• Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes.
• Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.
• Initiate courier service for pickup and delivery of customer deposits and documents as needed.
• Order checks, deposit slips and other deposit supplies from our check vendors.
• Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls).
• Navigate research resources and answer questions using our check image and Check 21 programs
• Develop an understanding of how to read our clients’ documentation using the OnBase program.
• Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures.
• Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses.
• Issue cashier’s checks as requested.
• Process account closings as requested.
• Order ATM cards and process Instant Issue card requests as needed.
• Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns.
• Process stop payments and stop payment releases as requested.
• Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members

You could be a great fit if you have:

• Accuracy and strong organizational and time management skills
• Versatility and the ability to be a team player
• Professionalism and a positive and responsive attitude
• A commitment to provide extraordinary service and further First Republic’s culture and values

JOB DEMANDS:

• Must be able to review and analyze data reports and manuals; must be computer proficient.
• Must be able to communicate effectively via telephone and in person.
• Must be able to travel as position requires.

Company Description

TechLink Systems is a privately held IT Consulting Firm that provides Consulting Services to organizations nationwide. TechLink Systems is a certified MWOBE and has been in business since 1998. Our network spans all major U.S. metropolitan areas touched by major sectors such as entertainment and leisure, finance, industry and government, health sciences, and information technology. Whether you are a client seeking IT services and support or a candidate searching for new opportunities, TechLink System's outstanding customer service and dedication will exceed your expectations in the marketplace! TechLink has 6 regional offices located in San Francisco, Los Angeles, New York City, Philadelphia, Manila, and Bangalore. http://www.techlinksystems.com/ Awards: -Ranked Top 500 Asian-Owned & Asian Pacific American-Owned Businesses in the US -Ranked Top 100 Diversity-Owned & Privately-Owned Businesses in California -Ranked INC500 Fastest Growing Private Companies -Ranked Top 100 Largest Women Owned Business San Francisco Business Times -Ranked 50 Largest Minority-Owned Companies San Francisco Business Times - Ranked in Top 100 Woman Owned Business in the US, Diversity Business -Ranked in the Top 10 Minority-Owned Businesses in the Philadelphia Business Journal -Ranked in the Top 50 Woman-Owned Businesses in the 2014 Philadelphia Business Journal