Senior Field Client Relationship Officer
Core
Manage cash management services, deposit accounts, and loan compliance for commercial clients while driving business growth.
Role type
Senior Commercial Banking Relationship Officer
Builds
Cash management solutions, deposit accounts, and loan servicing for commercial clients
Domain
Commercial Banking / Treasury Services
Deliverable
client delivery
Required skills
Cash management expertise, Commercial banking experience, Client relationship management, Risk policy adherence, Compliance knowledge, Cross-selling strategies, Agreement preparation, Data analysis, Stakeholder partnership, Time management
Preferred skills
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP), Commercial banking background
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Maintain and manage cash management services and project tracking, Serve as subject matter resource for deposit and loan compliance, Prepare and review client agreements, Conduct research to support client needs, Generate cross-sell leads, Partner with internal stakeholders to address complex client needs, Make timely risk-aware decisions
Seniority
Senior, hands-on IC
