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Specialist, Relationship Management
Responsible for Treasury Services / Transaction Banking clients Works on the strategic plan for managing and growing existing client relationships Conducts business development across new and potential clients Manages large or complex accounts Continually evaluate client needs and ensure sustained client engagement Develop, track and report on relationship strategy/results for assigned client portfolio Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction Responsible for understa
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