Portfolio Service Advisor
Summary :
The Portfolio Service Advisor (PSA) is an integral part of a production team responsible for supporting internal business partners in offboarding clients.
A PSA I work alongside a large team across multiple regions and through an array of different systems. Centralized Closures is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.
This position will :
- Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
- Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
- Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures
- Processing approximately 200-300 client requests per month while maintaining an accuracy rate of company % or higher
- Adherence to tight service level agreements on client requests
- Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries
- Flexibility with hours of support and coverage
- May support tasks related to regulatory monitoring of accounts as needed
Qualifications :
- 1+ years of experience in banking / financial services industry
- BS / BA Degree preferred
- Call center experience preferred
- Knowledge of regulatory requirements that impact financial services
- Proficient in MS Office software
Desired Skills :
- Ability to learn products, services, and procedures quickly and accurately
- Highly motivated self-starter with a strong work ethic and intense focus on delivering results
- Detailed-oriented with a keen eye for accurate quality of work
- Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables
- Excellent written and verbal communication skills
- Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios
- Bachelor's degree or equivalent work experience
- Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus
Compensation :
The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on a number of factors, including but not limited to, a candidate's qualifications, skills, competencies, experience, location and end client requirements).
Benefits and Ancillaries :
Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
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