Client Service Analyst

Deliver exceptional client service and operational support for commercial treasury clients as a trusted primary contact. As a Client Service Analyst within the Client Service team, you will be the primary point of contact for an assigned portfolio of clients, ensuring their needs are met with professionalism and efficiency. You will manage a range of customer service and relationship management activities, including operational controls and issue resolution for transactional accounts and complex treasury products. In this role, you will collaborate with internal partners to deliver best-in-class service and drive client satisfaction.

Job Responsibilities:

• Partner with Client Service Associates or Senior Associates to understand and resolve client issues, ensuring timely follow-up and ownership.
• Identify underlying problems and patterns to resolve client issues effectively.
• Build and maintain knowledge of commercial treasury management products and services.
• Serve as a liaison between Relationship teams, Operations, Treasury Management Sales, and Implementations to deliver optimal service.
• Identify and control risk to prevent fraudulent account behavior and potential fraud exposure.
• Prioritize daily workload to maximize productivity using strong time management and organizational skills.
• Follow all established policies, procedures, and practices while projecting a confident and professional presence to clients and colleagues.

Required Qualifications, Skills and Capabilities:

• Demonstrated excellent communication skills, both written and verbal.
• Strong organizational skills with the ability to manage competing priorities.
• Proven ability to work independently with supervision and escalate complex issues as needed.
• Proficiency in PC skills, including Word, Excel, and PowerPoint.

Preferred Qualifications, Skills and Capabilities:

• Bachelor’s degree or equivalent work experience.
• One to three years of experience in customer service, operations, sales, or portfolio management, primarily in banking or financial services.
• Versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge.
• Consistent professional presence with adaptability to evolving needs and situations.