Government Banking Client Advocate

LND 415

Job Description

As the Government Banking Client Advocate, you will partner with Government Banking Relationship Managers to onboard new business, retain and prevent attrition of existing clients, and identify cross-sell opportunities. You will manage a portfolio of high-value relationships, ensuring client needs are met with a high level of service and responsiveness across the organization. 

Key Responsibilities

• Collaborate with Relationship Managers and service staff to deepen relationships, expand business, and identify profitable cross-sell opportunities.

• Build and maintain strong client relationships through virtual and in-person meetings, email, and phone communication. Maintain detailed records of client interactions.

• Support onboarding of new accounts and treasury products, ensuring a smooth transition into the bank. Provide timely feedback to the Relationship Manager throughout, verify client satisfaction, and ensure all new or updated pricing is accurately reflected on customer statements.

• Detect and resolve onboarding issues promptly; work with team to troubleshoot technical challenges experienced by clients and communicate these to the relationship manager if a higher view of oversight is needed.

• Coordinate cross-functional meetings to address client concerns and recommend training if needed, through the customer service team.

• Participate in sales meetings and team off-sites, contributing industry insights and client feedback.

• Participate in Risk and Control initiatives, including monthly meetings and training, to ensure compliance with internal policies and state regulations.

• Identify and escalate risks associated with new or existing clients to Relationship Managers or Senior Leadership.

• Approve monetary transactions within assigned limits, ensuring accuracy and adherence to control procedures.

• Contribute to reporting, training, project work, system conversions and other duties as required.

Qualifications

• Strong organizational skills and ability to manage multiple tasks independently

• Detail-oriented with excellent analytical and interpersonal skills

• Exceptional communication and presentation abilities

• Advanced proficiency in Microsoft Office and banking systems

• Knowledge of Salesforce is helpful 

• Minimum 5 years of banking experience, with thorough knowledge of bank operations and deposit products

• Minimum 3 years of cash management experience in sales, service or operations 

• Proven customer service experience

• Bachelor’s degree preferred or equivalent professional experience

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.