Senior PCB Client Support Specialist - RJ Bank

Sr. Account Support Specialist

Under general supervision, uses intermediate 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. The Sr. account support specialist also provides assistance for internal and external client with Raymond James Bank deposit productions, including Enhanced Savings Accounts, Bank Certificates of Deposits, & retail deposit accounts. Works closely with the lead account support specialist and department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies. Interaction with High Net Worth clients, requiring a degree of specialized handling, with an attentiveness to client needs, is required. Detailed instructions, procedures and guidelines are provided to perform routine tasks with intermediate decision making responsibility. Recommends solutions to moderately complex problems. Extensive contact with both internal and external customers is required to obtain, clarify, provide facts and information, as to resolve client requests while providing a world-class client experience.

Essential Duties and Responsibilities:

• Primary responsibility is to assist internal & external clients with inquiries or issues via phone and or email
• Mitigate regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
• Processes payment requests sent by clients and Financial Advisors.
• Analyze the feasibility of client collateral release requests.
• Executes loan servicing responsibilities related to retail loan maintenance and monitoring.
• Performs other duties and responsibilities as assigned.
• Provide support for deposit account openings
• Assist internal & external clients with inquiries and issues around Raymond James Bank deposit products
• Executes deposits servicing responsibilities
• Assists in the training of Jr. Account Support Specialists

Knowledge of:

• Fundamental accounting concepts, practices and procedures.
• Multi-state retail loan servicing practices.
• Multi-state deposit 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.
• Identify and recommend solutions to routine deposit accounting or deposit account issues
• 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.

Education:

General Experience - 7 to 12 months

Certifications:

Less than 25%

Workstyle:

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.