Jersey City, NJ30+ days ago
Develop a thorough understanding of Escrow products & services, risk inherent in our daily business, the clients and intermediaries we serve and associated sales strategies • Review of clients before onboarding to ensure appropriate documentation is requested • Handle communication with clients, Sales, Wholesale KYC Operations (WKO) and Client Service to coordinate proper collection, tracking and loading of necessary KYC documentation • Oversee KYC approval process by answering client and internal questions, addressing system issues and ensuring adequate KYC checks have been performed in advance of the deal closing • Partner with WKO and Compliance regarding risk issues or miscellaneous follow-up questions as they arise and escalate as necessary • Timely and accurate input of deal information and call report activities into internal sales system and oversight of pipeline report and weekly pipeline meeting • Work closely with Sales to advance business development by assisting in research and sales call preparation • Attend Sales calls as requested by Sales Executives and assist with note taking and documenting required next steps • Develop understanding of deal acceptance criteria in order to be able to mitigate risk exposure to the firm • Assist with client correspondence, including preparation of marketing materials, thank-you cards, follow-up materials • Handle additional sales support activities and projects as they arise and serve in a back-up capacity during Sales Executives' travel, including email / phone coverage and new deal responsibilities. • Demonstrate strong working relationships with colleagues and foster a team mentality • Customer-focused, with the ability to prioritize and handle multiple tasks simultaneously while working in a high-volume, fast-paced environment • Excellent verbal and written communication, as well as organization and time-management skills • Ability to think critically, learn rapidly, generate ideas and use creativity for new business development support • Proficient in MS Office (Word, Excel, PowerPoint) with the ability to learn and use various PC/internet-based systems • Essential character traits: Positive attitude, team-oriented, hard-working, enthusiastic • 2+ experience in Banking or related Financial Services field with a BS/BAP.