Analysis Skills, Bank Management, Banking Services, Billing, Business Development, Credit and Collections, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Satisfaction, Customer Service Management, Customer Support/Service, Disbursements, Ecosystems, Identify Issues, Internet/Online Service, Loans, Merchant Services, Onboarding, Record Keeping, Regulatory Compliance, Resolve Customer Issues, Retail Banking, Treasury, Treasury Management
Position Summary
We are seeking an experienced and client-focused individual to join our banking team. This role is
designed for a seasoned relationship banker who excels in delivering high-touch service, has a
strong background in onboarding new business clients, and brings proven experience and a deep
understanding of treasury management services. The ideal candidate will serve as a key liaison
between Business Development Officers/Loan Officers/Retail Banking Managers and new
prospects, ensuring a seamless transition into our banking ecosystem.
Key Responsibilities
- Partner with Officers to onboard new business clients, including account setup and full relationship transition.
- Provide extensive and personalized service focused on the specific needs of each banking customer.
- Deliver exceptional, relationship-based service to business clients, ensuring a personalized, professional, and responsive experience. Serve as the primary point of contact for new business clients during the onboarding process.
- Maintain detailed records of client interactions and progress using CRM tools.
- Provide proactive follow-up to ensure client satisfaction and retention.
- Provide exceptional customer service to Treasury Management clients with a broad range of issues posed by telephone or email.
- Handle questions or problems related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services. Identify opportunities to deepen relationships and cross-sell banking products and services.
- Provide backup support for new account setup, treasury services, and electronic banking services, assist with onboarding, troubleshooting, and ensuring a seamless client experience as needed
- Collaborate with internal departments to resolve client issues and ensure smooth operations.
- Maintain up-to-date knowledge of banking products, services, and compliance requirements.
- Other Duties as assigned.