Job Description
Provides high quality service to Trust & Estate clients to deliver an exceptional client experience.
Provides support for various aspects of Trust & Estate account management and administration to ensure compliance.
Provides support to Front Office personnel through transaction processing and performing account maintenance while balancing both the customer and the bank's needs.
Identifies areas of improvement to support overall client experiences.
Identifies possible trends and barriers to defining a great customer experience and escalates these opportunities for improvement
Identify continuous improvement opportunities to increase departments’ performance such as process improvement, complaint investigation, etc.
Develop and maintain knowledge and understanding of processed performed within WMSS Specialists team.
Builds effective relationships with internal stakeholders.
Identifies and escalates all irregularities and discrepancies to managem...