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Client Services Bank Representative in Pittsburg, PA
Pay · estimate~$35k – $50kMarket rate · not set by employer
PostedNov 11, 2026
LevelMid level
In short
The Client Services Representative position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients.
📋 About the job
The Client Services Representative position effectively coordinates the end to end Private
Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at
times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application
intake, document generation, processing modifications, or initializing money requests. This position must partner
effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial
Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client
experience across all client engagements.
Primary Functions of the Position
- Assures complete and accurate client data is captured in the loan application, internal systems, and loan
- documentation
- 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 external
- counsel, 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 client
- engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects
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 changing
- priorities
Education
- Bachelor’s Degree required
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service
- experience preferred