eTeam · 7 hours ago
Client Services Representative
Pittsburgh, PA
Contract
Onsite
Mid Level
$29/hr - $32/hr
4+ years expeTeam is seeking a Client Services Representative - Fulfilment & Production to effectively coordinate the end-to-end Private Banking loan account process and provide exemplary service to clients. The role involves partnering with various teams to ensure accurate client data capture and enhance client engagement across all transactions.
Information Technology
Responsibilities
Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
Works closely with all members of the Private Bank Fulfilment and Production Team in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects
Qualification
Required
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Bachelor's Degree required
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience
Preferred
Proficiency in Microsoft Office preferred
Benefits
Paid parking required.
Laptop provided
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase