Responsible for assisting Commercial Banking teams with the handling of all service related matters for their clients including operations, account opening and maintenance, cash management, and loan servicing. Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting direct Manager, Commercial Banking and Banking teams with the daily processing of customer information and requests. Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements. Establishes robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients. Assists in the review of daily reports, temporary overdrafts, and funds transfer requests including fee modifications and waivers. Responsible to collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC. Performs client call backs to authenticate and verify client requests related to client transactions, account maintenance and loan servicing. Coordinates and manages manual wire and internal transfer requests. Responsible to multi-task by assisting clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.). Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and issues. Effectively handles the timing of communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand. Self-Starter that consistently approaches their work assignments with integrity, accountability, and consideration of the client and banks reputational risk which includes following compliance guidelines and company policies with a high level of care. Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc. May include light backup assistance for teller function in some locations. Participates and collaborates in banking projects.