Senior Officer, Client Service Advisor, Group Wholesale Banking
Core
Provide Treasury Management and Transaction Banking advisory and operational support to global corporate and financial institutional clients.
Role type
Senior IC client service advisor (wholesale banking)
Builds
Treasury and transaction banking services for corporate clients
Domain
Banking / Wholesale / Transaction Banking
Deliverable
client delivery
Required skills
client consultation, service delivery, root cause analysis, sales lead identification, RFP participation, process understanding, training delivery
Preferred skills
complex client organization structure familiarity, value-added service generation
Technologies
None stated
Responsibilities
Consult with and act as liaison for business partners and clients; manage client enquiries and retention; resolve client requests and escalate when needed; participate in client planning for product delivery; provide advice on banking products; identify training needs for clients; participate in RFP opportunities for working capital solutions; perform service reviews and STP guidance; develop client service account plans; monitor customer volume and revenue for sales leads; perform root cause analysis of service defects; provide training on new procedures for high-value clients; review post-implementation support for regional deals.
Seniority
Mid-level, hands-on IC
