Business Relationship Support Representative - GPL Dedicated CSO 2
Core
Provide support for a small portfolio of customers, maintain account portfolios, and oversee customer experience within Global Payments & Liquidity.
Role type
Business Relationship Support Representative
Builds
Loan reports, documentation forms, and financial statement analyses for non-complex relationships
Domain
Banking / Financial Services / Global Payments & Liquidity
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, profitability evaluation, risk management, customer issue resolution, compliance adherence, Microsoft Office (Excel), multi-system navigation
Preferred skills
Treasury Management product knowledge, call center experience, strong analytical skills, attention to detail
Technologies
Microsoft Office, multiple computer systems and applications
Responsibilities
Produce loan reports and forms, assist in financial statement analysis, handle customer issues, evaluate portfolio profitability and risk, collaborate with business client managers
Seniority
Entry to Mid-level, hands-on IC