Job Description
Drive client satisfaction and manage portfolios as a Client Service Analyst—your gateway to treasury and relationship excellence.
As a Client Service Analyst in Client Onboarding and Service Team, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
Job Responsibilities
* Partner with a Client Service Associate or Client Service Senior Associate to understand client issues
* Provide timely follow-up to clients and be accountable for client satisfaction through ownership of the problem
* Resolve issues by identifying underlying or hidden problems and patterns
* Build knowledge of commercial treasury management products and services
* Serve as a liaison between the Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, department, and firm
* Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
* Prioritize daily workload to maximize productivity utilizing time management and organizational skills
* Follow all established policies, procedures and practices
* Project a confident and professional presence to clients, other bank departments and the community
* Desire to exceed client expectations
* Work independently with supervision and escalates complex issues as necessary to resolve customer requests in a timely manner
Required Qualifications, Capabilities, And Skills
* Equivalent work experience
* Excellent communication skills both written and verbal
* Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
* Highly organized with ability to manage competing priorities
* Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
* Proficient PC skills including Word, Excel and PowerPoint
Preferred Qualifications, Capabilities, And Skills
* Experience in customer service, operations, sales or portfolio management, preferably with banking or financial service industry
EEO Statement
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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