Client Service Consultant

Job Responsibilities: • Responsible for supporting internal and external customers by providing support services in account management, operations, documentation, customer service and technical support. Duties include: • Communicating with clients regarding billing, account questions, account transactions; researching and resolving problems identified by customers; cross-selling and making customer calls with relationship managers. • Preparing documentation checklist, documents, reports and other items. • Tracking and monitoring portfolio on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance of files and reports, letters of credit, pricing and delinquencies. • Preparing regular performance reports of account activities • Producing and maintaining tickler