Overview
As a Client Service Support Specialist within the Client Service team, you will be responsible for various administrative functions and internal relationship management activities, as well as controls. In this role, you will serve as the primary support for the client service account management team in Trade & Working Capital, directing and managing client communications and learning Trade products to serve our client base. Additionally, you will be expected, over time, to identify products and services that may benefit clients and improve overall relationship profitability.
Responsibilities
* Partners with a Client Service Associate to understand client issues, provide timely follow-up to clients, and be accountable for client satisfaction through ownership of the problem.
* Resolves issues by identifying underlying or hidden problems and patterns.
* Builds knowledge of Trade & Working Capital products and services.
* Serves as a liaison between the CSAM team, Operations, Product, Implementations to provide the best performance of the team, department, and firm.
* Identifies and controls risk to prevent fraudulent behavior and potential fraud exposure.
* Prioritizes daily workload to maximize productivity using time management and organizational skills.
* Follows all established policies, procedures and practices.
* Acts with confidence and maintains a professional presence to clients, other bank departments, and the community.
* Desires to exceed client expectations.
* Works independently with supervision and escalates complex issues as necessary to resolve customer requests in a timely manner.
* Exhibits excellent organization and communication skills, both written and verbal.
* Is a quick learner and demonstrates versatility in assimilating new industry, company, product or technical knowledge.
* Maintains high levels of organization to manage competing priorities.
* Demonstrates a consistent professional presence and adaptability to evolving needs and situations.
* Performs well under tight deadlines and pressure.
* Proficient PC skills including Word, Excel and PowerPoint.
* Focuses on client satisfaction and building strong client relationships.
* Collaborates effectively with colleagues at various levels of the organization.
* Ability to operate and manage multiple systems.
Qualifications
* Experience primarily in banking or the financial services industry is preferred.
* Language ability (if applicable).
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