Associate Client Service Account Manager - Payments

The Trade and Working Capital Client Service Group is responsible for managing and facilitating the unique and complex service needs of Global Trades client base.

Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East and Asia.

You will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

You will be responsible for various customer service and relationship management activities related to Global Trade Products.

You will serve as the primary point of service contact for each client within your assigned portfolio.

You will manage client relationships, maintain Letter of Credit requests, resolve customer's inquiries, prepare account documentation, and manage internal project initiatives for your portfolio of clients.

Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability.

You will also participate in joint client calls with Bankers and Trade Sales Officers both in person and over the phone.

Job responsibilities:


* Manage dedicated client portfolio having frequent interactions with internal/external clients, working with various areas of the bank for client resolution, and monitoring Service Queues


* Negotiate new or existing transactions with clients, external legal advisors, banking and credit teams supporting Letter of Credit Transactions


* Provide timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem


* Resolve issues by identifying underlying or hidden problems and patterns


* Build knowledge of Trade products and services focusing on Letters of Credit


* 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 risk to prevent fraudulent account behavior and potential fraud exposure


* Prioritize daily workload to maximize productivity utilizing time management and organizational skills


* Follow all established policies, procedures and practices


* Project a confident and professional presence to our clients, other bank departments and the community


* Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required qualifications, capabilities and skills:


* 2+ years of experience in customer service, operations, sales or portfolio management experience


* Strong focus on client satisfaction and the building of excellent relationships with our customers


* Excellent communication skills with strong organizational and multi-tasking abilities


* Comfortable working within tight deadlines


* Proficient PC skills including Word, Excel and PowerPoint


* Relentless and versatile learner ...