1 день назад
Client Service Associate (Commercial Banking)
65 296 - 104 304$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Associate (Commercial Banking) (Banking Operations): Providing day-to-day operational and consultative support to commercial banking clients with an accent on account servicing, treasury and deposit products, and relationship support. Focus on resolving complex account issues, processing deposits and wire transfers, evaluating credit decisions within delegated authority, and identifying opportunities to expand client relationships.
Location: In office at 101 S. Tryon Street, Charlotte, North Carolina, US 28280
Salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.
Company
is a commercial and corporate banking institution and a subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, clients, and communities.
What you will do
- Serve as the primary contact for clients’ day-to-day operational needs and provide proactive, consultative support.
- Resolve account questions, complaints, overdrafts, and other operational issues while coordinating with internal departments.
- Process deposits, checks, wire transfers, account entries, loan payments, transfers, and fee waivers within delegated authority.
- Review account activity and operational reports to identify potential problems and prevent financial losses.
- Evaluate client needs, recommend banking solutions, and support cross-selling of treasury, deposit, and other bank products.
- Execute relationship plans, develop business through referrals, prepare call reports, and support client site inspections when required.
Requirements
- At least 3 years of experience in client service, banking operations, or relationship management support.
- At least 3 years of experience in banking or financial services.
- At least 3 years of experience with bank products and services, including deposits and Treasury Services.
- Working knowledge of account activity, deposits, wires, loan payments, checking and savings accounts, and related banking operations.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- Company-matched 401(k) contributions.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning programs, colleague resource groups, and career mobility support.
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