Business Relationship Support Associate

• Provide high levels of support to relationship managers on customer business customers and partners
• Serve as main point of contact for operational and product questions
• Proactively supporting client and/or product issues
• Monitoring account overdrafts
• Confirming source of funds
• Partnering with internal teams to resolve office management on ad-hoc client inquiries tasks
• Customer onboarding
• Due diligence
• Proactive outreach
• Other associated risk management matters to ensure regulatory and company requirements are met
• Be responsible for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunities for process improvements within the portfolio
• Review and analyze the decision process for customer accounts
• Evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Present recommendations to resolve and exercise independent judgment
• Develop expertise in policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education
• Treasury Management Dedicated Client Services Experience
• Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
• Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders
• Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information

• Treasury Management Dedicated Client Services Experience
• Experience supporting Complex Treasury Management Products
• Ability to triage and troubleshoot complex issues
• Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
• Strong personal leadership skills
• Ability to navigate multiple Treasury Management systems

Hybrid work schedule