We use cookies to offer you a better browsing experience, analyze site traffic, and personalize content. Read about how we use cookies and how you can control them by visiting our Cookie Settings page. If you continue to use this site, you consent to our use of cookies.
Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance.
Develops and expands existing relationships including sales efforts; supports business developers in acquiring new business endeavors.
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs.
Analyzes problems; answers inquires for a client; researches and responds accordingly; may coordinate with other departments as needed.
Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
Reviews various reports including check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports; investigate & approve when needed.
Required Qualifications:
Education level required: High School Diploma or General Education Degree
5+ years in financial services providing high level support to clients
Exploring business development (book of business to expand)
Prior management experience (preferred)
Strong knowledge of financial products/services, including lending and cash management
