As a Client Service Account Manager within the Financial Institutions Group, you will support a portfolio of fiinancial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identify product/service gaps and development opportunities, and leverage client/product expertise to recommend client growth and efficiency opportunities.
Job responsibilities:
- Advise and act as proactive partner to the client, providing advice/consultation on decision making
- Reach out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
- Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
- Convey complex ideas and client issues with confidence
- Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
- Adhere to and ensures client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualifications, capabilities, and skills:
- 5 years of relevant industry and/or functional experience
- Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
- Technical knowledge/comprehension to recommend value-added solutions for clients and partners
- Ability to present oral and written communication in an organized, clear and confident manner
- Manage time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
- Ability to effectively partner with internal colleagues and external clients
- Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise