Account representative

Company: Collabera
Location: Los Angeles
Posted on: April 25, 2025

Job Description:

Job Summary:

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
Reporting to the Transaction Banking Client Service Manager, the associate will act as a point of contact for Transaction Banking's Global Investment and Japanese Corporate Banking segments via phone or email for wire inquiries, service assistance, and problem resolution.
Ensure issues are addressed appropriately, accurately, and in a timely fashion.
Provide excellent client service support and respond to client inquiries in a timely manner.
Support Phone/Email/Secure Message channels to resolve client inquiries.

Key Responsibilities:
Work with target clients and internal service partners to advocate for client needs and solutions.
Use product knowledge to resolve challenging client issues and conduct root cause analysis.
Provide excellent client service support and respond to client inquiries in a timely manner.
Support Phone/Email/Secure Message channels to resolve client inquiries.
Ensure policy guidelines are followed to mitigate risk and compliance issues.
Demonstrate a commitment to, implement, and follow policies and procedures that support the Bank's Risk Vision, including the Bank's anti-money laundering (AML), Bank Secrecy Act (BSA), and other relevant operational, compliance, and other risk management-related requirements as appropriate.
Further a culture of risk and compliance discipline, which includes, but is not limited to, maintaining compliance with Bank and business process-related policies and procedures, exhibiting a strong understanding of the risks associated with the employee's position, escalating issues of risk concern to management, and maintaining appropriate data integrity and confidentiality regarding all customer files, customer information and business transactions.

Qualifications:
Prior experience of 3-5 years in financial services/banking background with Client Service and Treasury Management knowledge.
Must have Call Center/Phone support experience.
Excellent communication, customer service, and problem-solving skills
Strong analytical skills and excellent interpersonal skills
Strong written and verbal communications.
Ability to work independently with strong time management skills
Must be a team player who fosters a collaborative working relationship across the organization
Bachelor's degree recommended

Keywords: Collabera, Palm Springs , Account representative, Other , Los Angeles, California