Client Success Senior Associate
On-site · Tempe, Arizona, United States
Job Summary
Senior Client Success Associate within the Commercial & Investment Bank (CIB) supports Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver superior client experience for Commercial Bank clients nationwide. Responsible for driving client retention and growth strategies, coordinating product implementations, managing escalations, preparing relationship review documents and data visualizations, coordinating RFP responses, enabling effective sales pitches, and ensuring timely onboarding and periodic renewals. Collaborates with risk partners on fraud prevention and coordinates with internal teams to resolve billing, invoicing, and set-up issues; travel up to 20% to visit clients and partners. Final job grade and officer title determined at offer.
Required Qualifications
- Bachelor’s degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- Comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Additional Requirements
- This role is not eligible for employer immigration sponsorship.
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