Dedicated Client Service Advisor
Core
Trusted point of contact for Commercial Banking clients, delivering exceptional service, investigating issues, and coordinating solutions across internal teams.
Role type
Senior IC client service advisor (commercial banking)
Builds
Operational service support and client experience delivery for a portfolio of commercial banking clients
Domain
Commercial Banking and Treasury Management
Required skills
Client relationship management, Issue investigation and resolution, Cross-functional coordination, Regulatory compliance, Data analysis reporting, Process improvement, Strategic reporting, Risk management framework application
Preferred skills
3-5 years experience in client relationship/financial services, Bachelor's degree in Business Administration/Finance/Marketing, Product knowledge, Microsoft Office proficiency
Technologies
Microsoft Office
Responsibilities
Resolve client service tickets per expectations, analyze client feedback and market trends for strategic insights, implement high-impact service strategies, present strategic reports on client trends and risks, ensure compliance with bank policies and regulations, escalate issues per guidelines
Seniority
Mid-Senior, hands-on IC