Associate Client Manager
About The Position
Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.
Requirements
- At least 6 years banking experience - preferably in a business/commercial banking or private client setting
- A "can-do" attitude
- The desire to learn and grow in a fast-moving organization.
- The ability to occasionally travel to different work locations and client locations.
- Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
- Communication - strong verbal and written skills
- Multi-tasking - staying on top of multiple priorities with varying deadlines.
- Process orientation - being able to adhere to the bank's policies and processes for task completion.
- Being proactive - taking initiative and responsibility to resolve client problems under limited supervision.
- Microsoft Outlook: primary communication method for internal and external clients
- Microsoft Word: drafting customer correspondence or memos
- Microsoft Excel: creating or updating client statements.
Nice To Haves
- Salesforce and nCino knowledge are a plus.
Responsibilities
- opening accounts
- assisting customers with transactions
- verifying customer information and documentation
- fielding customer requests
- consistently reviewing and adhering to bank policy
- developing new bank business on a limited basis
- providing support in the loan underwriting, documentation, and implementation processes
- visiting clients
- providing reports
- demonstrating products
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
501-1,000 employees
