TM Client Care Advisor II - Texas Region
Core
Portfolio manager for top 10% revenue-generating commercial clients, acting as a trusted advisor for Treasury Management services and solutions.
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, problem-solving
Preferred skills
Commercial banking experience, client service experience, Microsoft Office proficiency
Technologies
Microsoft Office (OneNote, Word, Excel, PowerPoint, Outlook)
Responsibilities
Manage high-value client portfolio and drive retention, leverage data analytics to recommend services, mentor new advisors, handle escalations and risk transactions, collaborate on client implementations
Seniority
Senior, hands-on IC with leadership responsibilities