As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.
Job responsibilities:
- Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the 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, your department, and the 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 our clients, other bank departments and the community
- Desire to exceed client expectations
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Required qualifications, skills, and capabilities:
- 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.
Preferred qualifications, skills, and capabilities:
- College degree preferred, or equivalent work experience
- Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
- Proficient PC skills including Word, Excel and PowerPoint