The TM Client Advisor (Advisor) is responsible for managing the full client lifecycle for top tier clients utilizing products and services from our Treasury Management suite. Responsible for post-sale onboarding, product implementation, client training, service, and expert advisement for these priority clients on our various TM products and services along with all bank products that support the client’s needs. The Advisor’s primary focus is on ensuring that they meet service level standards (customer service; turn-around time; risk management and regulatory compliance; audit soundness; and productivity and efficiency).
Fosters good working relationships with leaders in partner departments including Treasury Management Sales, Operations, IT, Lending, Loan Servicing, Credit Administration, other internal support groups, as well as third-party service.
Manages complete client lifecycle stages to achieve quality, scope, and schedule that delivery on the products and services utilized by the client. Provides technical support and assistance to top tier clients, helping to troubleshoot, and determines how and when to escalate issues; ensures staff perform their activities in compliance with bank policies and procedures, and that documentation is accurate and properly maintained. Advisor’s projects and initiatives focused on improving client experience, staff development, and operational efficiency.
Serves as an advisor between top tier clients and Relationship Management and TM Sales as related to technical and operational processes and requirements, risk mitigation, efficiency, and customer service. Facilitate the flow of information and overall communication between all involved parties.