PCB Client Support Specialist - RJ Bank
Job in
Saint Petersburg, Pinellas County, Florida, 33747, USA
Listed on 2026-09-27
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-09-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
** Essential Duties and Responsibilities*
* + Assists internal & external clients with inquiries or issues via phone and email
+ Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
+ Assists with processing payment request sent by clients and Financial Advisors
+ Analyzes the feasibility of client collateral release requests
+ Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring
+ Performs other duties and responsibilities as assigned
** Knowledge of*
* + Basic accounting concepts, practices and procedures
+ Multi-state retail loan 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 issue
+ Make routine decisions
+ Communicate effectively, both orally and in writing, with all organizational level
+ Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line
+ Provide a high level of customer service
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