Role OverviewManage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This includes engaging assigned team on client onboardings for deposit account and treasury services, identifying customer needs, and taking proactive steps to maintain a positive experience.
What You Will Do
Act as the main point of contact for clients within assigned market vertical, liaise and advocate on behalf of the client, and ensure a continuation of care when additional internal expert involvement is needed.
Why It Might Be a Fit
The ideal candidate will have extensive knowledge of all bank products, services, policies, and procedures, as well as excellent written and verbal communication skills.
Requirements
- Extensive knowledge of all bank products, services, policies, and procedures
- Self-starter with the ability to work in a fast-paced environment
- Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce
- High degree of detail orientation
- Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability
- Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams
- Must be able to multi-task effectively and prioritize workflow
- Knowledge of Commercial and Corporate Deposit Account Types
- Knowledge of Treasury Management products, services, core and business online banking platforms
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