As an Account Manager I within the Client Support Group, you will be reporting to either an Account Manager II Team Leader or an Account Manager III People Manager. Your role will involve frequent interactions with various internal teams across the firm as well as with our external clients. You will act as the primary point of contact for inbound client requests, specifically those related to transactional inquiries. Additionally, you will be responsible for performing outbound high-risk callbacks to clients and assisting them with any fraud-related inquiries.
Job responsibilities
- Actively listen and identify the client’s needs while tactically executing solutions on their behalf
- Act as a consultant, guide clients through the process each step of the way and educate them on the self-serve opportunities that exist
- Work independently and in a team environment to maximize productivity in the most efficient manner'.
- Build and strengthen in-depth relationships with both internal and external clients
- Leverage relationships and people skills to influence better outcomes for clients
- Demonstrate intermediate knowledge of commercial treasury management products and services in support of the client’s needs
- Coordinate with Fraud Recovery Associates on the CB Fraud team regarding client inquiries
Required qualifications, skills and capabilities
- Excellent communication skills both written and verbal
- Relentless and versatile learner
- Highly organized with ability to manage competing priorities
- Demonstrated and consistent professional presence with the ability to adapt to evolving needs and situations
- Ability to work independently and know when to escalate complex and unusual issues
- Problem solving skills with strong attention to detail
- Strong analytical and communication skills, both verbal and written
Preferred qualifications, skills and capabilities
- Bachelor’s degree preferred & / or 3+ years of equivalent work experience
- Effective problem solving, oral and written communication skills
- Ability to exercise sound judgement and make effective decisions
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship