Client Service Partner

Job Title

Responsibilities include but are not limited to:

• Partner with Client Service Specialists to support complex client servicing needs
• Independently execute complex treasury activities, including manual wire requests, exception processing and time sensitive transactions, ensuring accuracy and timely completion.
• Apply sound operational judgement within established control frameworks to identify, escalate and resolve servicing issues while ensuring compliance with policies and procedures.
• Coordinate across Fulfillment Operations (onshore/offshore) and Products teams to drive issue resolution, improve workflows and deliver consistent, high-quality client experience.
• Assist with intake review and document quality control for new account onboarding and treasury fulfillment requests, ensuring submissions are complete and accurate and aligned with operational and compliance requirements prior to processing.

Required Skills:

• Strong knowledge of Commercial and Corporate Deposit Account Types.
• Strong knowledge of Treasury Management products, services, core and business online banking platforms.
• Strong Treasury operations knowledge.
• Ability to manage complex requests independently.
• High attention to detail.
• Strong problem solving and cross coordination skills.
• Client-focused mindset with commitment to service excellence.
• Strong interpersonal, verbal and written communication skills.

Required Experience:

• High School diploma or GED equivalent and a minimum of 3 years of banking experience in customer service or treasury management/operations.

Preferred Experience:

• Bachelor's Degree plus experience in working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc.