Commercial Client Services Representative

• Work closely with relationship managers and business partners to keep them apprised
• Provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.
• Field client requests via phone, email and other communication channels; act as subject matter expert for Deposit and Treasury Management products.
• Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
• Communicate with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations.
• Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
• Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

• H.S. Diploma/GED (preferred)
• Bachelor's Degree in Business, Finance or related field (preferred)
• 2-4 years — banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service (Required)
• Demonstrated knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
• Proficient knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
• Possess excellent written and verbal communication skills.
• Ability to effectively communicate with professionals at all levels of business.
• Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
• Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
• Strong technical skills including Windows Office Suite, spreadsheets and industry specific software.

Demonstrates expertise in client relationship management and Treasury Management products, ensuring compliance with banking regulations while delivering exceptional customer service. Proficient in banking operations, account management, and effective communication with diverse business professionals.

• Banking Experience
• Treasury Management Product Knowledge
• Customer Service Excellence
• Commercial Banking Products
• Compliance with Banking Regulations

• Bank Payment Systems
• Account Operations
• Banking Services
• Financial Procedures
• Market Analysis
• Interest Rate Impact
• Lending Loan Processing
• Documentation
• New Accounts
• Spreadsheets

• Excellent Written Communication
• Excellent Verbal Communication
• Interpersonal Skills
• Organizational Skills
• Judgment in Decision Making

• Corporate Deposit Clients
• Commercial Deposit Clients
• Client Relationship Management
• Service Standards
• Complex Business Entities

• Windows Office Suite
• Industry Specific Software