The Client Support Group (“CSG”) is part of the Specialty Services pillar within the Global Practices Leadership team.  Specialty Services teams each perform unique functions for clients across Commercial Banking.  The Client Support Group specializes in providing transactional support for clients and internal partners; performs high-risk callbacks for money movement, signer and security administrator changes and account and product maintenance; and is the client-facing intake support for fraud calls.

Role Summary                                                                                                                                                                                                                                                     

As an Account Manager I within the Client Support Group, you will be reporting to either an Account Manager II Team Leader or an Account Manager III People Manager. Your role will involve frequent interactions with various internal teams across the firm as well as with our external clients. You will act as the primary point of contact for inbound client requests, specifically those related to transactional inquiries. Additionally, you will be responsible for performing outbound high-risk callbacks to clients and assisting them with any fraud-related inquiries.

 

Job Responsibilities

Actively listen and identify the client’s needs while tactically executing solutions on their behalf      Act as a consultant, guide clients through the process each step of the way and educate them on the self-serve opportunities that exist  Work independently and in a team environment to maximize productivity in the most efficient manner  Build and strengthen in-depth relationships with both internal and external clients   Leverage relationships and people skills to influence better outcomes for clients  Demonstrate intermediate knowledge of commercial treasury management products and services in support of the client’s needs Coordinate with Fraud Recovery Associates on the CB Fraud team regarding client inquiries

 

Required qualifications, skills and capabilities

Excellent communication skills both written and verbal  Relentless and versatile learner  Highly organized with ability to manage competing priorities          Demonstrated and consistent professional presence with the ability to adapt to evolving needs and situations  Work independently and in a team environment to maximize productivity in the most efficient manner Problem solving skills with strong attention to detail. Proven leadership skills  Strong analytical and communication skills, both verbal and written  Exercise sound judgement and make effective decisions

 

Preferred qualifications, skills and capabilities

Bachelor’s degree preferred & / or 3+ years of equivalent work experience 

 

Shift Schedule: anytime between 8pm to 8am PHT / Sun-Mon Off