Role OverviewAct as the day-to-day client contact for Homeowners Association/Property Management clients, onboard and train clients on Treasury products, and provide first-level support.
What You Will Do
Open new accounts, assist with routine needs, provide information on client transaction accounts, and proactively manage customer expectations.
Why It Might Be a Fit
Requires extensive knowledge of bank products, services, and policies, as well as strong written and verbal communication skills.
Requirements
- Extensive knowledge of all bank products, services, policies and procedures
- Proficient PC skills with Microsoft Office applications and e-mail
- Attention to detail and accuracy
- Strong written and verbal communication skills
- Ability to multitask and prioritize workflow
- Knowledge of Treasury Management products and services
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