Client Service Partner

Responsibilities

• Partner with Client Service Specialists to support complex client servicing needs
• Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion
• Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures
• Cook up across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high-quality client experience
• Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing

Requirements

• Strong knowledge of Commercial and Corporate Deposit Account Types
• Strong knowledge of Treasury Management products, services, core and business online banking platforms
• Strong Treasury operations knowledge
• Ability to manage complex requests independently
• High attention to detail
• Strong problem solving and cross coordination skills
• Client-focused mindset with commitment to service excellence
• Strong interpersonal, verbal and written communication skills