The Treasury Management (TM) Client Care Advisor acts as a trusted advisor and primary point of contact for all TM services, managing a portfolio of top revenue-generating clients
Job Summary
The Treasury Management (TM) Client Care Advisor acts as a trusted advisor and primary point of contact for all TM services, managing a portfolio of top revenue-generating clients.
Leverages TM data analytics daily to improve client retention, optimize revenue, deepen client relationships, and achieve operational excellence.
Collaborates with Sales partners, Implementation resources, Operations, Product, and IT to ensure seamless service and product implementation.
Matching Summary
The Treasury Management (TM) Client Care Advisor acts as a trusted advisor and primary point of contact for all TM services, managing a portfolio of top revenue-generating clients.
Skills & Requirements
Must-have
Treasury Management expertise
Client data analytics
Incident management
Issue troubleshooting and resolution
Risk management for transactions
Client relationship management
Nice-to-have
Consultative behaviors
Player/Coach leadership style
Adaptability to high-pressure situations
Fostering cross-line of business partnerships
Key Requirements
Bachelor's Degree or equivalent work experience
3+ years banking experience preferred
3+ years client service experience preferred
Excellent written and verbal communication skills
Strong interpersonal and relationship building skills