CLIENT SERVICES LEADER

Description :

POSITION SUMMARY : This role is responsible for the day-to-day execution and continuous improvement for commercial account opening, legal documentation, and treasury management product administration in compliance with applicable laws, regulations, and Bank policies. The role manages and is a working member of loan support and treasury management operations ensure service levels are met.

THIS ROLE IS ACCOUNTABLE FOR :

• Documentation, onboarding, and administration of loan and treasury management products
• Operational risk mitigation and controls and adherence to standards
• Optimize current processes and identify areas where technology can enhance operations.

Accountability / Responsibilities

Documentation, onboarding, and administration of loan and treasury management products - 70%

Operational risk mitigation and controls and adherence to standards - 15%

Optimize current processes and identify areas where technology can enhance operations - 15%

Team Accountabilities :

Supervision

The person in this role directly supervises exempt / non-exempt employees. Leaders at this level are expected to foster engagement, develop people, seek out new talent, and cultivate an awareness of and commitment to our vision, values and strategies.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements :

EDUCATION, EXPERIENCE AND SKILLS

PI278582738