If you’re passionate, curious and ready to make an impact, we’re looking for you to help us grow our businesses for the future.

 

As a Client Service Analyst within the Client Service Team, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. You will serve as the primary point of service contact for each client within your assigned 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 problemResolve issues by identifying underlying or hidden problems and patternsBuild knowledge of commercial treasury management products and servicesServe 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 firmIdentify and control risk to prevent fraudulent account behavior and potential fraud exposurePrioritize daily workload to maximize productivity utilizing time management and organizational skillsFollow all established policies, procedures and practicesProject a confident and professional presence to our clients, other bank departments and the communityDesire to exceed client expectationsWork independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely mannerVerify emails to ensure compliance with the established email standards

 

Required qualifications, capabilities and skills:

Excellent communication skills both written and verbalRelentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledgeHighly organized with ability to manage competing prioritiesDemonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

 

Preferred qualifications, capabilities and skills:

College degree preferred, or equivalent work experiencePreferred 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 industryProficient PC skills including Word, Excel and PowerPoint