As a Client Service Relationship Managers within Commercial and Investment Banking, you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. You will act as a key advisor to the client, providing advice and consultation on decision making.
Job responsibilities
- Manage client service strategies and execution including the communication and administration of strategic initiatives. Works on cross-regional and cross-functional teams and initiatives
- Lead and manage multiple projects
- Work directly with senior managers globally to identify technology, resource and/or process needs
- Manage escalations and urgent requests for critical client concerns and conducts new hire and upskill trainings for the team
- Document and maintain a comprehensive inventory of clients’ business activities with the bank
- Advise clients on and assist with account maintenance activities including signer updates, and board resolution changes
- Act as proactive partner, reaching out to clients to assess progress, client satisfaction, and identify potential impediments to a high level of service satisfaction.
- Identify and address product/service gaps and development opportunities, leveraging the full array of Payments product capabilities to proactively suggest enhancements to the client’s product line-up.
- Partner with internal client teams to develop and implement strategic and tactical business plan to meet/exceed the expectations of the client.
- Use product knowledge to recommend and participate in product enhancements and service delivery plans.
- Meet with clients on a periodic basis remotely to continuously stay appraised of client’s needs and temperature.
Required qualifications, capabilities and skills
- Minimum of 5+ years of relevant client service experience
- Understanding of core Payments product sets
- Ability to present oral and written communication in an organized, clear, and confident manner.
- Manages time effectively in a fast-paced environment; demonstrating ability to balance competing priorities and deliver on commitments
- Applies sound judgment during the decision-making process; evaluates risk factors.
- Ability to partner with regional/global stakeholders
- Flexibility to support adjustments to work schedule within the APAC shift
Preferred qualifications, capabilities and skills
- Ability to present information clearly and concisely in Mandarin/Cantonese is a plus.