주요업무
• Own client service delivery for an assigned portfolio, acting as the primary point of contact across channels (phone, email, and in-person)
• Build trusted relationships with clients by setting a clear cadence, following through on commitments, and communicating proactively
• Identify recurring issues and themes, escalate when appropriate, and drive timely resolution for complex requests
• Partner with internal teams to coordinate solutions, remove blockers, and improve the overall client experience
• Apply strong risk awareness by following policies and procedures, documenting actions appropriately, and raising concerns promptly
• Learn treasury and transaction products quickly and use that knowledge to guide clients to effective service outcomes
• Investigate root causes of process inefficiencies and propose practical improvements to reduce friction and increase reliability
• Use data to create simple metrics and reporting that help track service quality, trends, and outcomes
• Manage competing priorities effectively while maintaining a high standard of service across all clients
• Contribute to team initiatives beyond your core portfolio and share knowledge to help peers succeed
• Mentor and support teammates by sharing best practices, templates, and insights from client patterns