Client Service Analyst

Step into a dynamic role where you’ll be the trusted partner for our clients, delivering exceptional service and building lasting relationships.

As a Client Service Analyst within our Client Service Team, your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.

Job Responsibilities :

• Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
• Handle transactional inquiries by maintaining knowledge of policies, procedures, and systems.
• Resolve issues by identifying underlying or hidden problems and patterns. Build knowledge of treasury management products and services
• Serve as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to provide the best service to the client, your department, and the firm
• Identify and control risks to prevent fraudulent account behavior and potential fraud exposure
• Prioritize daily workload to maximize productivity utilizing time management and organizational skills and follow all established policies, procedures, and practices
• Project a confident and professional presence to our clients, other bank departments and the community
• Desire to exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required Qualifications, Skills and Capabilities

Preferred Qualifications, Skills and Capabilities