Overview In this role you support Commercial Service Officers to deliver outstanding client experiences while ensuring regulatory compliance and strong Quality Control. You collaborate with internal and external partners across Commercial Banking, Treasury Management, and deposit/loan operations to enhance service delivery. You assist in refining operational workflows and handling manual transactions as needed, contributing to continuous improvement and service excellence for Commercial Banking clients. You will work with the Servicing team to provide guidance and troubleshoot treasury products, driving accurate, compliant service for Relationship Managers and clients.
Compensation / Benefits Responsibilities- Support delivery of commercial banking services to clients and Relationship Managers
- Perform Quality Control reviews and uphold controls and procedures
- Process manual transactions and account maintenance requests
- Respond to client inquiries and provide guidance on treasury management products
- Collaborate with Commercial Servicing Manager and partners to improve service delivery
- Ensure compliance with banking policies and regulatory standards
- Assist with department workflows and process enhancements
- Provide direct support to internal colleagues as needed
Key requirements- Bachelor's degree in Finance, Business or Economics (or equivalent)
- 3+ years of experience in commercial banking
- Proven track record in delivering high levels of customer service
- Ability to work independently and self-direct
- Strong organizational skills and excellent communication
- Proficient in MS 365 products
- Knowledge of banking regulations and compliance standards
- strong communication
- interpersonal abilities
- independence and self-motivation
- MS 365 proficiency
- banking regulations and compliance
- Quality Control processes
