PCB Client Support Specialist - RJ Bank

Job Summary

Under direct supervision, uses knowledge and skills gained through education and experience, to assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit. Works closely with account support specialist, and the department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies.

Essential Duties and Responsibilities

• Assists internal & external clients with inquiries or issues via phone and email

• Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures

• Assists with processing payment request sent by clients and Financial Advisors

• Analyzes the feasibility of client collateral release requests

• Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring

• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

• Basic accounting concepts, practices and procedures

• Multi-state retail loan servicing practices

Skill in

• Entering transactions into an automated accounting system

• Analyzing and adjusting transaction and account balance discrepancies

• Gathering and compiling information

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases

Ability to

• Identify and recommend solutions to routine loan accounting or loan servicing issues

• Make routine decisions

• Communicate effectively, both orally and in writing, with all organizational levels

• Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line

• Provide a high level of customer service

Educational/Previous Experience Requirements

Education/Previous Experience

• High school diploma and zero (0) to two (2) years of relevant experience
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources

Licenses/Certifications

• None