Client Service Advisor Team Lead

Job description

Job Title: Client Service Advisor Team Lead Location: OH - Columbus What you'll do: As a Client Service Advisor Team Lead you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards. You will document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision. You will work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities. - Provide daily guidance to the department in the areas of deposits and account servicing including Treasury Management products and services. Work directly with customers on issues and resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. - Adhere...