Commercial Banking - Senior Client Support Specialist
Core
Senior Client Support Specialist for Commercial Banking, delivering integrated cash flow and treasury management solutions for business clients.
Role type
Senior IC client support specialist (commercial banking)
Builds
Integrated cash flow and treasury management solutions for business clients
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
client relationship management, transaction processing, AML compliance, loan and deposit portfolio support, fraud detection, internal database management
Preferred skills
proactive client outreach, critical thinking, cross-functional collaboration
Responsibilities
Facilitate client onboarding and gather documentation for AML compliance; Process daily client requests including wires and account changes; Validate and approve day-to-day client transactions within delegated authority; Support Relationship Managers with loan and deposit portfolio management; Serve as a liaison between clients, RMs, and internal teams; Detect and escalate unusual transactions to US AML.