Client Service Associate
On-site · Chicago, Illinois, United States
Job Summary
Client Service Associate responsible for serving as the primary point of contact for a portfolio of Commercial Bank clients. Lead client relationships, resolve inquiries, and collaborate with Service Operations, Sales partners, and Bankers across the U.S. and globally. Drive client satisfaction by delivering solutions, conducting annual relationship reviews to identify risk and opportunities, and coordinating with internal partners to tailor product offerings. Responsibilities include proactively identifying service improvements, participating in deal team discussions as new products are added, understanding treasury and cash management offerings, and promoting digital self-service tools. Requires 3+ years of client-facing experience, strong communication and presentation skills, project management and change-management capabilities, and a bachelor’s degree. Some travel (10%) to visit clients and internal partners. Not eligible for employer immigration sponsorship.
Required Qualifications
- Bachelor’s degree or higher
- 3+ years of client facing work experience
- Experience with treasury services and/or cash management products
- Strong communication and relationship management skills
- Proficiency with Google G Suite / Microsoft Office
- Ability to travel ~10%
- Ability to influence others and work with cross-functional teams
Desired Qualifications
- Bachelor of Science or Business Administration Degree
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- Google G suites / Microsoft Office adept
- 3+ years of client facing work experience
- Strong verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking and adaptability to change
- Project Management & Execution
- Data Analytics & Change Management experience
- Ability to influence others without direct supervision
- Ability to provide quantifiable management reporting & present findings
- Experience collaborating with internal partners and cross-functional teams
- Experience using digital tools to offer self-service solutions
- Experience in relationship management and client engagement
- Familiarity with risk management and fraud exposure considerations
- Ability to participate in deal team meetings and contribute to product/service recommendations
- Comfort with travel (10%) to visit clients and internal partners
- Strong problem-solving and analytical skills
- Excellent communication and customer service mindset
- Experience with treasury and cash management products (preferred)
- Experience with CRM and client communication platforms
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