Treasury Management Portfolio Specialist
citynational · Coral Gables, FL, US
About The Role
The Treasury Management Portfolio Specialist is responsible for performing various functions for new and existing Top Tier Clients identified within the Treasury Management Group. This includes, but is not limited to, actively participating in the on-boarding of new Top Tier clients and additional services for existing Top-tier clients. Serve as the client's primary servicing point of contact for Treasury Management and maintaining thorough knowledge of the relationship. Responsible for client retention and satisfaction and proactively initiates contact with clients, as needed to provide superior service. Works with the Relationship Managers and Treasury Management Sales Officers to expand client relationships...
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