Client Financial Services Agent Business
Core
Provide personalized support to business members and clients, assist with business development, and help account managers deliver services and maintain relationships.
Role type
Client Financial Services Agent
Builds
Banking services and business development activities for business members and clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Portfolio management, Loan renewal process management, Sales opportunity identification, Documentation collection, Operational compliance, Customer relationship management
Preferred skills
Action orientation, Results drive, Situational adaptability
Responsibilities
Maintain business relationships with clients and address operational challenges, Oversee annual review and renewal processes for term loans, Prioritize weekly activities for account managers, Contact clients for documentation and signatures, Support portfolio management to ensure file compliance, Contribute to business development through solicitation activities, Ensure transactions and operations comply with policies and standards