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Senior Field Client Relationship Officer

2 months ago

Salt Lake, Utah, United States ROBERT R MORRIS Full time
About the Role

As a key member of the Commercial Bank team at Robert R. Morris, you will play a crucial role in acquiring, expanding, and retaining business clients. Your primary responsibility will be to maintain the first point of contact for customer service needs, inquiries, or problems, ensuring that clients receive a comprehensive and effective client experience.

Key Responsibilities
  • Collaborate with partners to expand and retain business and commercial clients
  • Own the maintenance of deposit, loan, and cash management services to meet the needs of existing clients, including project completion and tracking
  • Prepare, deliver, and review agreements
  • Adhere to all Risk policies and procedures, including QV and Risk Testing initiatives
  • Initiate and conduct necessary research to address ongoing client needs
  • Generate cross-sell leads to sales teams and participate in regular bank initiatives
  • Partner with internal key stakeholders on complex client needs
  • Make timely decisions while weighing risks and taking ownership
  • Set clear objectives, define priorities, and use planning tools for effective time management
  • Analyze information using a wide range of sources and draw well-reasoned conclusions
Requirements
  • Bachelor's Degree or similar work experience
  • 3 or more years of banking or cash management experience
  • Demonstrated success in a customer service environment
  • Strong analytical and data mining skills to determine client needs
  • Excellent verbal and written communication skills, including presentation experience
  • Self-motivated and ability to participate effectively in a collaborative work team
  • Excellent organizational skills with the ability to set priorities and handle difficult situations
  • Detail-oriented and ability to follow through
  • Knowledge of Microsoft Office Programs, including Word, Excel, and PowerPoint
Preferred Qualifications
  • 3 or more years of Commercial Banking and/or Cash Mgmt experience
  • Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred
Competencies
  • Strong communication skills
  • Strong desire for active learning opportunities
  • Excellent interpersonal and presentation ability
  • Excellent time management and organizational skills with the ability to set priorities
  • Demonstrated analytical abilities and negotiation skills
Location

The ideal candidate will be based in the Western United States, with a preference for Los Angeles/Orange County, California. The role will involve working with clients in these markets and may require travel to client meetings. Relocation is not offered.