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Preferred Banking Client Services Banker

  • Location: New York, 10020
  • Job Type:Contract

Posted 20 days ago

Contract Opportunity with a FULL suite of benefits!
Position: Preferred Banking Client Partner
Location: New York, NY 10020
Term: 3 Months

Day-to-Day Responsibilities:

  • 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.

Is this a good fit? (Requirements):

  • 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
  • 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.
About our client
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.