Job Description

Job Description

Responsibilities include but are not limited to:

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• Identify customer needs and take proactive steps to maintain positive experience.
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• Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
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• Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
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• Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
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• Identity cross sale opportunities to appropriate line of business partners.
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Required Skills:

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• Extensive knowledge of all bank products, services, policies and procedures.
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• Self-starter with the ability to work in a fast-paced environment.
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• Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.
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• High degree of detail orientation.
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• Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
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• Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
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• Must be able to multi-task effectively and prioritize workflow.
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• Knowledge of Commercial and Corporate Deposit Account Types.
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• Knowledge of Treasury Management products, services, core and business online banking platforms.
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