Tampa, FL, USA
2 days ago
Senior Client Service Account Associate

Do you enjoy servicing a large portfolio of clients? If so, this could be the role for you! 

As a Client Service Account Manager in the Diversified team, you will support a portfolio of large corporate clients, helping them effectively utilize our Payments Products and Services. By leveraging your expertise in client and product management, you will recommend strategies to drive client growth and enhance operational efficiency.

Our Service organization acts as a central hub for resolving client issues, supporting their business operations, identifying product and service gaps, and discovering development opportunities. 

 Job responsibilities:

Serve as a key advisor and proactive partner to the client, providing advice and consultation on decision-makingAct as a proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfactionServe as the client's central point of resolution and escalation for service issues, liaising with bank partners to manage issuesConvey complex ideas and client issues with confidenceIdentify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilitiesAdhere to and ensure client's compliance with risk policies/practices and educate clients on new legal, regulatory, and cyber changes

Required qualifications, capabilities and skills:

Minimum of 3 years of relevant industry and/or functional experienceIntermediate understanding of Treasury Products and Services, including knowledge of financial exposure and operational risk related to TS transactionsTechnical knowledge and comprehension to recommend value-added solutions for clients and partnersAbility to present oral and written communication in an organized, clear, and confident mannerManage time effectively in a fast-paced environment, demonstrating the ability to balance competing priorities and deliver on commitmentsAbility to effectively partner with internal colleagues and external clientsFlexibility with working hours and the ability to utilize virtual connectivity tools (VDI, Outlook mobile suite, etc.) when business needs arise
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