Associate, Client Support, Treasury Management

About the role

Join the Treasury Management Client Support Team and help deliver effective solutions for clients and internal partners. In this role, you will respond to inquiries related to the Bank’s Treasury Management products and services, recommend enhancements, and support process improvements that strengthen service delivery. Your work will help drive operational excellence and support a strong client experience.

Key Responsibilities

• Serve as the primary contact for complex client and partner inquiries related to bank products and services
• Gather and analyze data to resolve challenging issues or refer inquiries as needed
• Communicate action plans and progress updates to clients and partners
• Prepare documentation and reports related to client interactions
• Analyze inquiry reports to identify trends, issues, and opportunities for improvement
• Recommend process enhancements and solutions to improve team efficiency
• Initiate client communication to strengthen relationships and identify opportunities to expand product and service usage
• Participate in client meetings and conference calls as required
• Maintain current knowledge of existing and new bank products and services
• Support departmental needs related to escalations, projects, and training

Qualifications and Experience

• Bachelor’s degree or equivalent required
• 2 or more years of client servicing experience related to Treasury Management products and services
• Strong analytical, organizational, and sales skills with the ability to support client needs
• Excellent written and verbal communication abilities
• Negotiation skills with the ability to recommend enhancements and identify cross-selling opportunities