Manages all aspects of support for a portfolio consisting of Commercial clients. May handle accounts with medium complexity. Responds to requests from clients such as researching and resolving issues, answering customer questions, and transferring funds. Assists clients with opening new accounts, closing accounts, processing wires, and new client boarding. Ensures all paper work received is compliant with bank regulatory and legal requirements. Provides outstanding customer service to external and internal clients within established Service Level Agreements. Manages risk related to supporting the client relationship such as processing Non Sufficient Funds and Overdraft decisions, or approving ACH or RDC file limits. Provides client service to clients and related parties (homeowners) within established Service Level Agreements. Protects the bank by reviewing all transactions, watching for and reporting fraud and unusual situations, ensuring transactions are properly authorized and in compliance with all rules and regulations.
Previous/recent bank experience; teller, personal banker, universal banker
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