We are looking for candidates who have handled banking and financial customers.

• Analytical skills to review client data
• Customer service experience to handle clients and customers from different industries and backgrounds
• Forecasting and monitoring account metrics for each client
• Communicating progress of quarterly, monthly, and yearly initiatives to stakeholders
• Preparing account reports as requested by clients or supervisors
• Collaborating with other teams and departments to meet client needs and create new opportunities
• Problem-solving abilities to help meet customer challenges
• Organizational ability and attention to detail to manage multiple accounts at one time
• Time management and multitasking skills to transition among client accounts easily
• Negotiation skills for creating and settling contracts
• Knowledge of the most common and most recent industry best practices
• Exceptional verbal and written communication skills to converse with clients