TM Client Care Advisor Team Lead
Core
Portfolio manager for top 10% revenue-generating commercial clients, acting as a trusted advisor for Treasury Management services and a primary escalation point.
Role type
Senior IC Client Care Advisor Team Lead (Player/Coach)
Builds
Optimized Treasury Management solutions and client retention strategies
Domain
Banking / Commercial Treasury Management
Required skills
Treasury Management expertise, client portfolio management, risk assessment, team leadership and coaching, consultative selling, data analytics interpretation, conflict resolution, regulatory compliance knowledge
Preferred skills
Commercial banking experience, high-pressure client service, strategic relationship building, cross-functional collaboration
Technologies
Microsoft Office (OneNote, Word, Excel, PowerPoint, Outlook), internal banking systems
Responsibilities
Manage a portfolio of top-tier commercial clients; mentor and coach newly onboarded Client Advisors; handle complex escalations and risk-related incidents; drive problem resolution and service level agreements; collaborate with Sales and Operations on implementations; analyze client data to recommend additional services
Seniority
Senior, hands-on IC with team leadership