SKILLS THAT WILL HELP (OPTIONAL):

• An understanding of cash management and/or treasury products and clearings would be an advantage.
• Appetite to evolve and add to a continued excellence environment

ROLE DESCRIPTION:

We are seeking a Client Servicing Advisor to join an established team in Bromley. Working with our varied multi-national Large Corporate client base here in EMEA, you’ll help to support clients with their everyday banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor.
This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analysing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

RESPONSIBILITIES:

• Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
• Helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
• Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
• Form client relationships through regular verbal communication, understanding our clients business and priorities.
• Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
• Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.
• Tailoring your service approach according to client needs to influence positive ‘client satisfaction’ survey responses.
• Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
• Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
• Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.