Sr Account Manager, Banking
Core
Acts as initial contact for complex client or partner inquiries for banking products and services, assisting with creating and implementing complex banking solutions including treasury management for wealth management clients.
Role type
Senior Account Manager (Banking)
Builds
Complex banking solutions and treasury management services for wealth management clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Knowledge of banking products and services, internal banking functions, analytical skills, problem solving, organizational skills
Preferred skills
5+ years' experience in financial servicing/accounting fields with client servicing background
Responsibilities
Acts as initial contact for complex client or partner inquiries for banking products and services; Assists with creating and implementing complex banking solutions (including treasury management) for new and existing WM clients; Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing; Handles inquiry resolution and obtains appropriate documentation necessary for credit underwriting; Oversees development of appropriate action plans for client servicing; Develops clear understanding of clients need behind service requests and communicates to service partners; Identifies service efficiency enhancements, process improvements, and service delivery; Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information; Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships