Job Description

Job Description

Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. 

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. 

Job responsibilities: 

  • Act as key advisor to the client, providing advice and consultation on decision making 
  • Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues 
  • Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities 
  • Use product knowledge to recommend and participate in product enhancements and service delivery plans 
  • Convey complex ideas and client issues with confidence 
  • Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes 

    • Required qualifications, capabilities and skills: 

  • Minimum 3 years of relevant industry and/or functional experience 
  • Understanding of core Treasury Services product sets 
  • Ability to present oral and written communication in an organized, clear and confident manner 
  • Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments 
  • Ability to partner with internal colleagues and external clients 
  • Applies sound judgment during the decision making process; evaluates risk factors 
  • Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Outlook Mobile Suite, when business needs arise 

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