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

• Minimum 5+ years of client facing work experience
• Excellent communication skills both written and verbal
• Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product, and technical knowledge
• Highly organized with ability to manage competing priorities
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
• Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment

Preferred

• Proficient skills in Microsoft Suites (Word, Excel, PowerPoint). Eager to enhance their digital literacy and adapt new tools.
• Graduate preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
• Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
• Eager to enhance digital literacy and adapt new tools