Wholesale Client Advisor


Cincinnati, OH

What you'll be doing

Serves as the primary point of contact to take ownership of service, daily needs and general requests for a portfolio for clients. This includes the daily currency transactions, daily overdraft decision, loan servicing, and review of account activity, verification of new account openings, fraud and training requests. Receives and qualifies loan servicing requests completes if appropriate or routes to appropriate business party if needed. Ensures complete client satisfaction through proactive partnership and by providing timely responses to requests. Sets and manages client expectations through proactive communication, precise & immediate follow-up to internal & external clients. Drives problem resolution. Maintains a proactive servicing and account management approach by: providing a frame of reference when delegating service requests and routing to appropriate resources. Exhibits innovative behaviors that support relevant and practical solutions to clients. Anticipates situations and helps shape resolutions. Proactively follows up with clients to ensure that their request was fulfilled to their complete satisfaction. Coordinates appropriate implementation resources and facilitates the internal meeting. Understands implementation requirements to gather pertinent and accurate account information and performs necessary account openings for single or multiple account set ups. Works collaboratively with frontend and backend partners to ensure flawless service or product implementation on new or existing client request. Participates in sales calls at the request of the sales team. Works collaboratively with the sales resource center and relationship team to provide input (as needed) on the client or the client's industry for RFPs and relationship reviews. Proactively identifies and communicates cross sell opportunities with the sales team and directly with the client as appropriate. Works with CRM knowledge manager to ensure integrity and continuity of client data and information. Reviews client analysis for accuracy and identifies relevant and practical products and solutions that may benefit the client. Regularly reviews assigned client relationships by utilizing the client engagement tool, reviewing the results of research with sales team, and leading a proactive service review meeting with the client. Anticipates and proactively contacts the client with timely notifications based on known service issues, client preferences, trends, etc. Actively participates in regular client reviews. Timely follow-up with client to ensure service request was fulfilled to their satisfaction or that newly implemented products are working properly. Monitors customer experience interviews of client portfolio and takes proactive action to deliver the best possible client experience.

What your background should be

Minimum 5 years banking experience including experience opening new commercial accounts, commercial loans and in treasury management. Minimum 5 years demonstrated client service experience required (phone and face to face). Excellent written and verbal communication skills. Ability to effectively communicate with all levels of the organization levels; strong verbal and written skills. Strong interpersonal and relationship building skills. Ability to filter and analyze information process to facilitate decision making and enhance client relationship. Ability to cope with complexity, uncertainly, and adapts to new and different circumstances. Ability to problem solve and prioritize multiple tasks with strong attention to detail. Ability to collaborate and positively influence outcomes in a matrixed environment. Strong organizational skills. Extensive experience with Microsoft office products, such as Access, Word, Excel, PowerPoint and Outlook. Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of a CRT screen. Occasional travel required.

Required Schooling / Training

Bachelor's degree.

Who is the client company

Concern about banking and financial services.
If you are interested in this position, send your resume to apply@kochdavis.com