Associate, Treasures Service Manager, Consumer Banking Group
Core
Deliver proactive, prompt, and superior service experiences to Ultra High Net Worth (UHNI) clients, ensuring seamless servicing and operational request resolution.
Role type
Senior IC private banking service manager
Builds
Operational excellence and client satisfaction for UHNI clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, operational control, compliance management, problem solving, stakeholder coordination, digital banking adoption, cross-selling
Preferred skills
MBA, experience with HNI/UHNI clients
Technologies
Online Banking, Mobile Banking, Debit Cards, Credit Cards, CCM
Responsibilities
Manage KYC reviews and compliance processes for assigned clients, drive adoption of digital banking solutions, partner with Relationship Managers to strengthen client relationships, resolve operational and service-related requests, conduct welcome calls for new clients, identify cross-sell and referral opportunities
Seniority
Senior, hands-on IC