Client Support Associate, Commercial Banking

Responsible for outstanding customer service and managing client relationships.

Timely and accurate processing of daily client requests (e.g., wires, cashier's checks, internal transfers, account maintenance changes).

Validation, review, and obtaining approval within authority of day-to-day transactions for clients (e.g., loan advances).

Support Relationship Managers by assisting with loan and deposit portfolios (e.g., reviewing transactions, providing accurate account information, daily decisioning of overdrafts).

Act as a liaison between clients, Relationship Managers, operations, and other supporting groups.

Manage and maintain complete and accurate client information in internal databases.

Provide superior customer service by facilitating the resolution of loan or deposit issues.

Maintain current knowledge of commercial Bank products, pricing, policy, and procedures.

Work with Governance & Controls teams to capture, escalate, review, and report on instances of fraud.

Deter, detect, and escalate unusual transactions or situations to US AML.

Strong focus on client engagement and experience.

Ability to connect on a personal level and make interactions meaningful.

Anticipate client needs and communicate promptly to build trust.

Identify opportunities to improve client experience.

Goal-oriented.

Caring, understanding different perspectives, listening, and learning from others' experiences.

Attention to detail and critical thinking skills.

Values-driven.

Comprehensive health and dental coverage, defined benefit pension plan, employee share purchase plan, wellness programs, and flexible work arrangements.