Client Services Advisor II

Jobtailor; Arizona; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a client relationship and operational support professional to enhance Commercial Banking client experiences in a fast-paced environment. The role focuses on resolving complex requests, coordinating cross-team solutions, and ensuring adherence to policies and controls.

The position emphasizes data-driven planning, process improvements, and risk-aware decision making to support client objectives and regulatory requirements.

Qualifications

• 3–5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
• Specialized knowledge from education and/or business experience
• Intermediate level of proficiency in Microsoft Office
• Ability to comply with bank policies, regulatory requirements, and internal controls

Responsibilities

• Provide daily operational service support for Commercial Banking clients
• Deliver exceptional client experiences and guide clients through complex requests and challenges
• Investigate client issues and coordinate solutions across internal teams
• Resolve tickets according to client expectations
• Apply interest adjustments based on limits when authorized
• Track collection of client service fees
• Analyze client feedback, market trends, and competitive intelligence for strategic planning
• Identify process improvements to meet client needs efficiently
• Provide input into planning and implementation of operational programs
• Participate in audit and customer/client issue resolution
• Correct issues or elevate them according to established guidelines and procedures
• Implement service strategies aligned with client business objectives
• Present strategic reports to management on client trends, opportunities, risks, and recommendations
• Engage with clients to diagnose service needs and address concerns
• Respond to and facilitate resolution of client service requests
• Collect and analyze client feedback to identify service gaps and optimize satisfaction
• Ensure client interactions, documentation, and issue resolutions comply with policies, regulations, and internal controls
• Propose creative solutions and exercise judgment to solve problems within established rules
• Work mostly independently
• Apply the Risk Management Framework and make risk-informed decisions while protecting bank assets and adhering to laws and policies
• Perform broader work or accountabilities as assigned

Skills

Client Relationship Management

Regulatory Compliance

Data Analysis

Problem-Solving

Collaboration

Detail-Oriented

Teamwork

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Document Management

Job description

• Provide daily operational service support for Commercial Banking clients
• Deliver exceptional client experiences and guide clients through complex requests and challenges
• Investigate client issues and coordinate solutions across internal teams
• Resolve tickets according to client expectations
• Apply interest adjustments based on limits when authorized
• Track collection of client service fees
• Analyze client feedback, market trends, and competitive intelligence for strategic planning
• Identify process improvements to meet client needs efficiently
• Provide input into planning and implementation of operational programs
• Participate in audit and customer/client issue resolution
• Correct issues or elevate them according to established guidelines and procedures
• Implement service strategies aligned with client business objectives
• Present strategic reports to management on client trends, opportunities, risks, and recommendations
• Engage with clients to diagnose service needs and address concerns
• Respond to and facilitate resolution of client service requests
• Collect and analyze client feedback to identify service gaps and optimize satisfaction
• Ensure client interactions, documentation, and issue resolutions comply with policies, regulations, and internal controls
• Propose creative solutions and exercise judgment to solve problems within established rules
• Work mostly independently
• Apply the Risk Management Framework and make risk-informed decisions while protecting bank assets and adhering to laws and policies
• Perform broader work or accountabilities as assigned

Requirements

• 3–5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
• Any other related discipline or commensurate work experience considered
• Specialized knowledge from education and/or business experience
• Intermediate level of proficiency in Product Knowledge
• Intermediate level of proficiency in Regulatory Compliance
• Intermediate level of proficiency in Data Analysis Reporting
• Intermediate level of proficiency in Document Management
• Intermediate level of proficiency in Microsoft Office
• Intermediate level of proficiency in Problem-Solving
• Intermediate level of proficiency in Collaboration
• Intermediate level of proficiency in Detail-Oriented
• Intermediate level of proficiency in Teamwork
• Ability to apply interest adjustments based on limits may be required
• Ability to work in a commercial banking and treasury management environment
• Ability to comply with bank policies, regulatory requirements, and internal controls

Core Competencies

Demonstrates expertise in Client Relationship Management and Regulatory Compliance within a Commercial Banking environment, utilizing strong Data Analysis and Problem-Solving skills to enhance client satisfaction and operational efficiency.

Highest-signal resume keywords

• Client Relationship Management
• Regulatory Compliance
• Data Analysis Reporting
• Problem-Solving
• Microsoft Office

Hard Skills

• Product Knowledge
• Data Analysis Reporting
• Document Management
• Interest Adjustments
• Regulatory Compliance

Soft Skills

• Detail-Oriented
• Collaboration
• Teamwork
• Problem-Solving
• Client Engagement

Industry Keywords

• Commercial Banking
• Service Excellence
• Operational Support
• Client Experience
• Risk Management Framework