Job Title

Responsibilities include but are not limited to:

Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests.
Identify customer needs and take proactive steps to maintain positive experience.
Act as the main point of contact for clients within assigned market vertical and take ownership of completion of request.
Foster a culture of partnership and collaboration with internal business partners to drive consistent communication and alignment.
Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
Identify cross sale opportunities to appropriate line of business partners.

West Palm Beach, Florida, United States

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Regional bank holding company providing commercial, retail, and wealth management banking services across the Northeast, Mid-Atlantic, and Florida.

Client Service Specialist