Client Services Officer

POSITION SUMMARY :

• Manages & oversees the daily operations & deposit portfolio for Specialty Group
• Responsible for the prescreening, negotiating, and coordination of the closing of variety of trust / estate / fiduciary account and complex business deposit relationships and actively sells bank’s treasury management products and other services.
• Strong presentation and communication skills : Demonstrated ability to actively listen to clients, Center of Influence and prospects, effectively identifying their needs and transforming those insights into compelling market solutions or increase the level of client satisfaction

ESSENTIAL FUNCTIONS :

Portfolio Management (100%)

• Focus on building relationships and completing timely follow up to ensure issues are revolved and customer or center of influence are satisfied.
• Demonstrates a consistent application of exceptional decision-making practices when addressing inquiries, approvals, and requests in line with existing policies and procedures.
• Responds timely to inbound inquiries, answers questions and bring in proper Bank personnel if necessary
• Collects all essential information required to present a deposit or treasury management opportunity for management’s approval;

meets with new / potential customers

• Works with Team Lead to service portfolio as needed, works with Treasury Management Sales, onboarding, and Customer Support Services teams to complete client requests
• Exhibit a commitment to understanding others’ opinions; engaging in giving and receiving feedback; help create a positive and cohesive team atmosphere
• Review, analyze market research data to develop expertise in the trust / fiduciary segment as wells as develop recommendations regarding products and services focused on needs of the existing clients or potential clients.
• Ability to travel, to attend conferences, and engaging with attendees about bank products and services.
• Participate in the trust / estate related associations and networking events to market products and solutions the Bank offers.
• Assess and minimize risks on more complex deposit relationship by following operational standard procedures, identifying suspicious / inconsistent activities, notifying appropriate parties, and taking appropriate actions.
• Responsible for reviewing court orders and legal documents, collaborating with legal, compliance, and CBS teams to implement the new account process, and meeting with professionals and their clients to sign new account documents.
• Develop relationships with Center of Influence by maintaining consistent contact, share best practices and value propositions.
• Serve as the primary liaison and trusted advisor by closely collaborating with product partners and cross-functional Operational and Risk teams to design and implement integrated banking solutions.
• Identified opportunities to introduce customers to other line of business
• Communicate accurately and concisely to different departments / functional groups to share knowledge & support Fiduciary / Attorney segment particularly when Team Lead is out.
• Must be high energy, self-motivated and have a desire to succeed based on own efforts.
• Perform related duties, as required, for training and development purposes.
• Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
• Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
• Perform other related duties / projects as assigned.

Education, Experience and Skills Required :

• College degree or equivalent work experience
• 5+ years of experience in relationship management role.
• Experience in deposit acquisition is preferred. Fiduciary, Trust & Estate experience is a plus but not required.
• Strong sales, customer service, and communication skills.
• Intermediate knowledge of general bank operations including deposit onboarding / operations, treasury management and / or other commercial banking products and services
• Ability to learn and adjust effectively to new information and systems.
• Proven track record of maintaining and enhancing existing relationships
• Effective Task Management : Skilled in prioritizing and executing tasks to ensure timely completion.
• Proficiency in PowerPoint, MS word and Excel

PHYSICAL DEMANDS :

Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard;

and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less.

COMMUNICATION DEMANDS :

Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

WORK ENVIRONMENT :

Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction.

Specific vision abilities required by this job include close vision and the ability to adjust focus.

COMPENSATION :

The base pay range for this position is USD $85,000.00 / Yr. - USD $90,000.00 / Yr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.