Commercial Bank - Client Service Associate, MMBSI (Indianapolis, IN)

Job Description

As a Client Service Associate for MMBSI , you will report to a Client Service Manager. You will be responsible for various relationship management activities and operational controls for an assigned or designated portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned or designated portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.

Core functional responsibilities and expectations include but are not limited to the following:

• Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem
• Resolve issues by identifying underlying or hidden problems and patterns
• Build knowledge of commercial treasury management products and services.
• Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm
• Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
• Prioritize daily workload to maximize productivity utilizing time management and organizational skills
• Follow all established policies, procedures and practices
• Project a confident and professional presence to our clients, other bank departments and the community
• Team building skills and interpersonal relationship skills
• Desire to exceed client expectations
• Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Daily activities will include but are not limited to the following:

• Maintaining treasury products and accounts
• Research and resolution of customer’s treasury inquiries
• Preparing and collecting account documentation
• Managing internal project initiatives for your portfolio of clients
• Participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone
• Over time you will be expected to be able to identify products and services that may benefit clients and improve overall relationship profitability

• A minimum of three-five years or equivalent customer service, project management, KYC, operations, sales or management experience, preferably in the financial service industry
• Strong interpersonal skills
• Strong verbal and written communication skills
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
• Documented history of independent decision making and problem solving skills
• Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and account documentation
• Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
• Ability to understand complex customer structures
• Strong presentation skills
• Proficient in all Microsoft Office products

• College degree preferred, or equivalent work experience
• Preferred minimum of one to three years of customer service, relationship management, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
• Proficient PC skills including Word, Excel and PowerPoint