Lowongan Banking Client Relations Associate-CoreTechs

    Banking Client Relations Associate-CoreTechs

    San Francisco, CA, USA | 2020-05-26T16:05:02 |

    Job Description

    Job Description:

    • This role is to support a Relationship Advisor who is the primary consultative contact for an assigned portfolio of clients.
    • The job specifications are to help research client information internally, support prepopulating forms, obtain completed forms from clients and RAs to fulfill requests and support the routing of client and internal requests.
    • This role may help operationally support projects as it relates to client service through sending out client email notification and internal systems research to populate reporting data.
    • This role will support the use of our internal CRM system to input and properly capture client requests and may notify clients upon completion of requests. Some components of client data management may be trained by the manager and/or RA.
    • A high level of attention to detail, familiarity with Microsoft Office Products, email and work flow management is required.
    • Some client interaction may be required to fulfill requests in supporting the RA.
    • Brief overview of the Relationship Advisor this supporting position will work with:


    Each RA is or has independent accountability for the following:

    • Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating any policy changes
    • Responsible for client retention and assisting with the banks overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach calling efforts (both on the phone and in person) and by helping to identify cross-sell referral opportunities of global products and services
    • Direct delivery and service of identified product solutions.
    • Overall client satisfaction and responsibility for positive net promoter score (NPS) within the assigned portfolio Independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases and is responsible for setting action plan to mitigate risk and decision action steps.
    • Responsible for adhering to Bank service and sales practices, policies, procedures, legal and compliance requirements
    • Work effectively with bank colleagues to consultatively position product solutions to clients
    • Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.


    Primary Responsibilities:

    • Build and nurture relationships with key clients to increase product awareness, penetration and counter competitive activity.
    • Participate in strategy meetings with bank partners to increase client retention, deepen relationships, uncover product gaps, win deals, identify outreach opportunities and set goals to achieve measurable business results.
    • Manage onboarding of new relationships by gathering and validating all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering and other banking regulations for new and existing relationships.
    • Prepare necessary bank documents and establish client records.
    • Monitor and participate in product implementation trainings.
    • Reinforce and educate clients of available self-service tools.
    • Create, organize and deliver regular training and technology demonstrations via web conferencing or in person to support the client self-service strategy.
    • Provide ongoing advice and support to clients on all activity related to client accounts, including assessing risk related transactions, incident/campaign related client outreach, assisting clients with fraud mitigation, managing cash flow, and/or other daily bank operational needs.
    • Provide client support for escalated product or service issues.
    • Regularly interact with clients/prospects to determine potential client process improvement or sales referral opportunities.
    • Frequently schedule client meetings and adhere to pre-call planning and post-call practices.
    • Identify opportunities as a result of client interactions with Service Advisor or product team to further influence the positive outcome of the client experience.
    • Maintain information in contact management systems to monitor sales efforts, client contact, escalation support, product campaigns, portfolio reviews, training activity and availability of sales materials and resources.
    • Provide records for performance tracking and targeting future sales efforts/referral opportunities.
    • Participate in selected industry related networking organizations, examine industry best practices and disseminate competitor information collected to appropriate internal business teams.
    • Prospect and participate in local community events to promote brand awareness.
    • Actively participate/lead bank initiatives/task forces.
    • Consistently search for process improvements and lead efforts to implement.

    ALAMAT : CoreTechs
    San Francisco, CA, USA

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