Client Service Pro actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and res

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Ability to find, research and assess financial information. Familiarity with Public Company financials. Strong financial analysis skills, specifically credit based and corporate finance expertise. Broad understanding of Investment Grade and High Yield bond mechanics. Broad understanding of public debt markets and willingness to expand knowledge base and develop expertise

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Serve as the single point of contact for the new vendor vetting and onboarding process by performing the following activities Ensure that the LOB has an understanding of the governance processes required for their project at the onset by assisting with the triage form, the PIP, the Inherent Risk Questionnaire and any other project kick off forms required to move forward W

. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate . Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/a

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Analyze and utilize all bank records available, including but not limited to Mobius, Fifth Third Direct, ACE, TSYS, PRISM, DVR, ACAPS, PEP+, Check Image Archive, Resolve Check, and the case management system to facilitate a comprehensive review of unauthorized customer financial transactions and all other dispute types. Handle customer calls in a professional, courteous m

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Manages the ongoing credit risk of a portfolio of ABL relationships and participates in portfolio meetings with senior management. Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention. Should be able to independently attend client meeti

Assists WMAs in activities that drive new revenue, acquire new households, deepen client relationship and enhances the Private Bank client experience. Contributes to WMA goals in achieving quantitative and qualitative performance metrics including new HHs, AUM, fee sales with a consultative planning process Builds and establishes internal/external centers of influence to

Perform daily reconciliation of General Ledger, Internal Demand Deposit Accounts, Trust House or Trust/Treasury Positions. Monitor exception reporting and assign outstanding items to appropriate departments. #Comprehend Bancorp policies and procedures and is considered a subject matter expert. Obtain correct supporting documentation as requested by internal/external audit

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com