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About the Role:
- Manage all aspects of an assigned portfolio of accounts.
- Ensure the relationships meet corporate standards for risk and financial controls.
- Take timely action so client losses are minimized.
What You Will Do:
- Manage portfolio through complete and current knowledge of client’s financial condition.
- Responsible for documenting all relationships to ensure approved and required legal documentation.
- Propose changes in policies and procedure to reduce costs.
What You Will Need:
- Bachelor's degree or equivalent education and work experience
- Customer service and communication skills
- Financial Acumen
Pathward
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.