- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
PCB Client Support Specialist - RJ Bank-2401335
Description
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.
Job Summary
Assists internal & external clients with inquiries or issues via phone and email
Essential Duties and Responsibilities
Qualifications
Basic accounting concepts, practices and procedures
Knowledge, Skills, and Abilities
Knowledge of
Entering transactions into an automated accounting system
Skill in
Identify and recommend solutions to routine loan accounting or loan servicing issues
Ability to
High school diploma and zero (0) to two (2) years of relevant experience
Educational/Previous Experience Requirements
Education/Previous Experience
None
Licenses/Certifications
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
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.
Job
Banking
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
RJ Bank
Schedule
Full-time
Shift
Day Job
Travel
No#LI-AT1