Overview

This position supports Bank products or services within a business unit, in the execution of advanced operating activities. Works directly with individuals to address issues and respond to inquiries. Identifies discrepancies in accounts or data, coordinating with other parties to implement process enhancements. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests. May occasionally guide less experienced specialists.

Responsibilities

• Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs various operational tasks that occur during customer, vendor, and/or associate inquiries.
• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. May handle escalated and complex support issues.
• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.