Aims are to build strong, effective internal & external relationships, particularly with Lombard/LTS RMs, Customer portfolio, and suppliers as well as: · Work with the Customer Account Administration team, Head of Customer Relations and Relationship Mgrs to achieve team goals- · Own your personal development plan, understand strengths and weaknesses in relation to the job competencies- · Gain the respect of fellow team members and department units through a consistent high quality of output and good critical analytical and appraisal skills- FOR FULL DETAILS, CLICK LINK FOR PROFILE
Task
· To fully support the Relationship and Development Team and Customer Account base and ensure effective implementation and monitoring in relation to the pre-documentation, transaction, pay-out and business control processes- · To work along side Relationship / Development / Managers to ensure quality standards, adherence to processes and procedures and proactive and effective deal delivery- · To work with sister business units: Asset Management, Transaction Structuring & Documentation, Credit, Finance and Services and to strive for operational efficiency by implementing 'best practice' approach to opportunities and processes- Be a central contact for the Regions internal (Lombard and LTS) and external customers / partners-
The deliverables of the role
· Understand top 10 within customer base and their underlying strategy, meeting with them at least quarterly to review process/satisfaction etc · Coordinate and manage the end to end deal fulfilment process within business policy and transaction rules while achieving a positive customer experience measured by the Customer Satisfaction Index- Ensure this is done within business SLA's and quality standards · Manage in life customer queries · Identify and communicate cross selling opportunities to relevant departments · Implementing the 'best practice' approach for business operations- · Manage internal business unit/partner and external customer/supplier relationships · Provide a successful business support function for aligned Relationship Mgrs and Customers- · Maintain and apply knowledge of product & services portfolio to assist Relationship Managers and Customer account base- · To achieve and maintain a high level of c ustomer and internal business partner/unit satisfaction Update and manage all internal customer and opportunity records within Sage CRM and Oris
For additional information on this role click here
Client Relations_Acct_Coordinator-doc
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