Senior Client Service Delivery Representative

  • Competitive
  • Pittsburgh, PA, USA Pittsburgh PA US
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 19 Jul 18 2018-07-19

Senior Client Service Delivery Representative

The Private Banking Concierge Group s Electronic Banking Sr. Client Service Delivery Representative will assist with the daily operations of the BNY Mellon E-Banking Phone Center and the Callback/Maintenance Teams. S/he is responsible for handling client inquiries, primarily via phone. The representative will be responsible for servicing both internal and external BNY Mellon clients while maintaining the highest standards of care and quality of service. Products and services for which the representatives will be providing support and service include loans and deposits, electronic banking products and services such as ATM/Debit cards. The incumbent will provide staff support for extended 7- day phone center coverage as scheduled. S/he ensures that all clients are provided with quality service and will respond to and resolve issues presented by internal and external clients. S/he will provide back-up to the Team Leader in his/her absence. S/he may be called upon to train and mentor peers and other staff on all procedural/application changes that may directly or indirectly impact client accounts and transaction flows. While adhering strictly to the bank s customer authentication policies and procedures, the incumbent may be responsible for performing callbacks to external clients for monetary transfers, such as wire transfers, loan advances, loan payments, cashier s checks and internal transfers. S/he must be able to work under pressure in a high volume, time-sensitive environment in order to complete all callbacks within specified time frames. S/he must exercise initiative in researching, analyzing and resolving problems.

The qualified candidate will have a high school diploma or equivalent, 5-7 years of relevant experience in banking, financial services or other related experience. A BA/BS degree is preferred. S/he must have excellent interpersonal, organizational and problem-solving skills. S/he must also possess strong oral and written communication skills and outstanding customer service skills. The qualified candidate must have strong PC application skills including OS for Mac environments. Knowledge of On-Line banking systems, Quicken and Microsoft Money software. The qualified candidate must have knowledge of financial products and services, be accustomed to working within policy and procedural guidelines and be familiar with audit and regulatory requirements.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 29955
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1811053