Relationship Manager
Current- Handle client and third-party inquiries by calls and emails daily efficiently and as per company standards and guidelines- Respond to average of 50 to 70 emails a day in a very professional, empathetic, and personalized manner.- Verify incoming documents with 99% accuracy rate for deficiencies as per compliance and audit guidelines.- Follow-up with Clients on any outstanding/pending documents required to complete transactions, inaccordance with Olympia Trust Company’s customer… Show more - Handle client and third-party inquiries by calls and emails daily efficiently and as per company standards and guidelines- Respond to average of 50 to 70 emails a day in a very professional, empathetic, and personalized manner.- Verify incoming documents with 99% accuracy rate for deficiencies as per compliance and audit guidelines.- Follow-up with Clients on any outstanding/pending documents required to complete transactions, inaccordance with Olympia Trust Company’s customer service standards.- Support team members by offering daily coaching and assistance with processing when volumes arehigh.- Remain up to date on all Olympia products, services, legislative requirements.- Ensure the efficiency of business processes, policies, and procedures, to deliver on client commitments with speed and quality.- Organize and assist with the training of any new and existing team members.- Actively assist and participate in projects and team meeting.- Flexible to perform various assigned tasks as requested by team and management.- Organize, and process an average of 4 to 5 fundings a day for third party purchases while meeting set strict timelines Show less