Senior Specialist - Wholesale Client Services Delivery

About the role

Wholesale Relationship Management is responsible for developing, expanding, and maintaining relationships with commercial and institutional clients to support their financial needs and drive growth across the organization’s wholesale banking portfolio. Activities include identifying client opportunities, delivering tailored financial solutions, coordinating product specialists, and providing guidance across lending, treasury, capital, and advisory services. Responsibilities also include managing the end‑to‑end client experience, monitoring portfolio performance, ensuring strong credit and risk practices, and collaborating with internal partners to support efficient onboarding, servicing, and issue resolution.

Wholesale Client Services Delivery supports the onboarding, servicing, administration, and operational delivery of products and services to wholesale banking clients, including client support, service coordination, implementation activities, and operational issue resolution.

The role requires advanced knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Typically 7+ years of relevant experience is required, and vocational or technical training may be needed.

Responsibilities

• Identifying client opportunities
• Delivering tailored financial solutions
• Coordinating product specialists
• Providing guidance across lending, treasury, capital, and advisory services
• Managing the end‑to‑end client experience
• Monitoring portfolio performance
• Ensuring strong credit and risk practices
• Collaborating with internal partners to support efficient onboarding, servicing, and issue resolution
• Other duties as assigned

Requirements

• Advanced knowledge of operational procedures and tools obtained through extensive work experience
• May require vocational or technical education
• Typically requires 7+ years of relevant experience
• May require vocational or technical training

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Life insurance
• Disability coverage
• Paid time off
• Retirement savings through a 401(k) plan
• Wellness resources
• Incentive compensation, bonuses, or other variable compensation (subject to applicable plans and performance criteria)