Commercial Client Service Associate III

Job description

As a Commercial Client Service Associate, you will partner with assigned Relationship Managers (RMs) within specific business units, to support the administration of client relationships and account servicing. You will respond to client inquiries, maintain financial statements, and assist in expanding existing relationships. This role contributes to revenue growth by retaining and deepening client relationships through identifying client banking needs and cross‑selling Bank products and services. Essential Functions: Partner with RMs to successfully manage and oversee all ongoing service and retention activities, acting as the primary contact for these relationships where possible. Solve problems in a timely and accurate manner, handling urgent and confidential matters in a mature, professional manner to ensure continued goodwill. Provide RMs with prompt, timely, and accurate information as needed to support client relationships and the overall goals of the department and bank. May personally meet and may make joint calls with officers to build a link with clients. Help maintain strong customer relations on a continuing basis. Provide information on all bank products and services,...