Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
About the role
- Liaison for commercial banking clients providing technical and operational support for Treasury Services at Prosperity Bank. Resolving client issues and facilitating account openings while managing multiple tasks.
Responsibilities
- The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts.
- The CSP resolves client issues working across various departments and teams including but not limited to Treasury Services Operations, Deposit Operations, Loan Operations, Retail branches, Treasury, and Credit.
- The individual must be able to balance multiple tasks and priorities in a fast paced, rapidly changing environment.
- Expectations include adherence to the “sundown” rule for responding to clients, facilitating account opening, tracking incoming and outgoing requests, and maintaining department electronic files.
- Additional duties include in-person meetings with clients and prospects, projects as assigned, participation in the sales process, and other tasks as assigned.
Requirements
- Bachelor’s degree in Business or related degree or equivalent work experience.
- One year of experience in bank operations/commercial client service.
- Understanding of cash management principles and practices.
- Demonstrated willingness to learn, implement feedback, and act.
- Ability to develop working relationships with clients/prospects and colleagues.
- Ability to work independently.
- Excellent verbal and written communication skills.
- Strong time management, organizational, and planning skills.
- Strong attention to detail.
- Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel.
- Strong cultural sensitivity and awareness.
- Demonstrated resourcefulness and ability to research issues and conflicts for best resolutions.
Benefits
- Prosperity Bank is an Equal Opportunity Employer.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
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