Banking Relationship Associate

The role

The Banking Relationship Specialist serves as a primary point of contact for clients throughout their banking relationship lifecycle. This role delivers onboarding and service experiences, facilitates day-to-day transactions, and partners with internal teams.

What you will do

• Deliver an onboarding experience for new clients through account opening and implementation.
• Serve as a point of contact for clients regarding inquiries and account status.
• Apply knowledge of banking products, services, policies, and procedures.
• Process transactional banking activities including wire transfers, ACH, and online banking.
• Build and maintain client relationships through communication.
• Partner with internal departments to research and resolve client issues.
• Support account maintenance and documentation requests.
• Ensure compliance with regulatory requirements, internal controls, and security procedures.
• Assist with record retention, documentation management, and operational audits.
• Support the rollout of new deposit products and banking technologies.

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 3+ years of banking experience in a client-facing role.
• Knowledge about banking products and services.
• Comprehensive understanding of regulatory and compliance related to daily job functions.
• Strong technical skills and experience with depository related programs such as account opening and teller system.
• Excellent customer communication and relation skills.
• Ability to problem solve and work in a fast passed and evolving environment.

Benefits

• medical
• dental
• vision
• 401k
• other benefits

About the company

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. It is the first cloud native bank launched in the United States.