TM Client Care Advisor II - Enterprise
Core
Portfolio manager for top 10% revenue-generating commercial clients, acting as a trusted advisor and primary point of contact for Treasury Management services.
Role type
Senior IC Treasury Management Client Care Advisor
Builds
Optimized treasury solutions and client retention strategies for commercial banking clients
Domain
Commercial Banking / Treasury Management
Required skills
Treasury Management expertise, client portfolio management, data analytics, risk management, consultative selling, team leadership and mentoring, problem-solving, Microsoft Office proficiency
Preferred skills
Commercial banking experience, client service experience (phone/face-to-face), ability to handle high-pressure situations
Responsibilities
Manage a portfolio of top revenue-generating clients, leverage data analytics to optimize revenue and retention, train and mentor newly onboarded advisors, manage team escalations, assess client viability for additional services, monitor client satisfaction, manage bank and client risk for high-risk transactions, collaborate with sales and implementation teams
Seniority
Senior, hands-on IC with leadership responsibilities