Job Summary
In this role, you will manage and develop an established portfolio of business clients, acting as their main contact and advocate. You will help clients make effective use of financial products while supporting reliable service, accurate account activity, and strong client relationships. The position calls for sound financial judgment, clear communication, and a careful, detail-focused approach.
Responsibilities
- Maintain and nurture relationships with business clients in an assigned, established portfolio.
- Serve as clients’ primary point of contact and represent their needs as an advocate.
- Verify invoices and review client activity for potential risk.
- Provide troubleshooting assistance related to financial products.
Qualifications
- At least three years of experience in a financial services environment.
- Strong financial acumen.
- Excellent communication skills and a detail-oriented working style.
- Associate’s degree or higher.
