Key advisor to the client, providing guidance and consultation on decision making and serving as the central point of resolution and escalation for service issues; liaises with bank partners to manage issues.
Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction.
Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities.
Partners with Sales to develop an annual client‑specific service strategy review for clients within the portfolio; uses product knowledge to recommend and participate in product enhancements and service delivery plans.
Conveys complex ideas and client issues with confidence.
Adheres to and ensures client compliance with risk policies/practices and educates clients on new legal, regulatory, and cyb...
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