First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. Key Responsibilities - Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.
Job Responsibilities: Independently provides account management, client servicing for highly complex accounts, which include highest revenue clients with Commercial Card products and servicing needs. Researches, analyzes, and resolves a wide range of Commercial Card products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to resolve complex, unique client requests. Exercises judgment and discretion with respect to client relationships and problem resolutions. Understands the end-to-end process and identifies opportunities to initiate client collaboration in the development of product services including recommending new products to the client. Provides statistical analysis and initiates projects and processes to improve efficiency. Prior knowledge of card is preferred but not mandatory. Must be a team player, take ownership, and drive for results to grow the business, sustain intensity and optimism while focusing on the client.
Shift:1st shift (United States of America)
Hours Per Week:40
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Located in North Orange County, we’re just a few blocks from the local farmer’s market and surrounded by more than 175 Art in Public Places installations, like the Orange Grove Fountain.