Lead Client Manager, Public Sector

Job Summary 

As an integral member of the Treasury Management (TM) Corporate Bank Sales team, the Lead Client Manager collaborates to acquire, expand, and retain business clients with treasury management needs. This role serves as the “first point of contact” for customer service needs, inquiries, or problems, ensuring clients receive a full and effective after-sales experience. 

Essential Functions 

• Portfolio Analysis & Growth 

• Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities. 

• Administer KYC, compliance, and documentation processes for new and growing client opportunities. 

• Servicing Operations & Risk 

• Lead proactive servicing campaigns and change management across client portfolios. 

• Prioritize and fulfill client servicing requests using provided tools and resources. 

• Lead continuous improvement (CI) opportunities and initiate pilots, projects, and initiatives. 

• Process / Risk / Execution 

• Apply risk management knowledge to diverse situations. 

• Take personal responsibility for assignments and decisions. 

• Pursue continuous personal growth and learning. 

• Evaluate emerging business situations and communicate actions effectively. 

• Form and manage effective teams. 

• Relationship Building / Customer Focus 

• Make sound decisions using business concepts and processes. 

• Align customer satisfaction with business decisions. 

• Develop trusting relationships by valuing others' concerns and contributions. 

Education 

Bachelor’s Degree or equivalent work experience. 

Work Experience 

• 3+ years of banking or cash management experience. 

• Demonstrated success in a customer service environment. 

• Experience presenting to clients. 

Certifications & Licenses 

• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) preferred. 

Skills 

• Strong analytical and data mining skills. 

• Excellent verbal and written communication. 

• Self-motivated and collaborative team player. 

• Excellent organizational skills and ability to manage priorities. 

• Detail-oriented with strong follow-through. 

• Proficient in Microsoft Office (Word, Excel, PowerPoint). 

Physical Demands 

Not explicitly stated; assumed to be standard for office-based roles.