Job Responsibilities

• 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...