Computer Services (CSI)

Enterprise Banking Relationship Manager

Computer Services (CSI) • $80K — $120K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent combination of education and experience.
  • 3+ years of experience in relationship management or related customer-facing roles.
  • Experience in banking, fintech, SaaS, or a technology-driven industry.
  • Strong trust-building and decision-influencing skills.
  • Exceptional communication and interpersonal skills.
  • Proven problem-solving and negotiation capabilities.
  • Strong organizational skills and attention to detail.

Responsibilities

  • Serve as the main contact for a portfolio of customer accounts.
  • Build long-term relationships with key contacts at financial institutions.
  • Ensure top-quality service and support for customers.
  • Collaborate with internal teams to resolve customer issues and concerns.
  • Conduct strategic reviews and maintain regular client communication.
  • Identify opportunities to enhance customer value with additional services.
  • Participate in initiatives aimed at cross-selling and customer retention.

Benefits

  • Comprehensive range of benefits available.
  • Eligibility for incentive awards based on performance.
  • Opportunities for career development and growth.
  • Access to a collaborative and supportive work environment.
  • Potential for engagement in key industry events and conferences.
Full Job Description
Job Description:

Enterprise Banking Relationship Manager

What You'll Do:

  • Serve as the primary point of contact for a portfolio of customer accounts.


  • Build and strengthen long-term relationships with key stakeholders at financial institutions.


  • Ensure customers receive exceptional service and support throughout their partnership with CSI.


  • Partner with internal teams to resolve issues, address concerns, and deliver positive outcomes.


  • Conduct strategic business reviews and maintain regular communication with clients.


  • Identify opportunities to expand customer value through additional CSI products and solutions.


  • Participate in cross-sell initiatives and contribute to business retention and growth objectives.


  • Monitor customer satisfaction and work proactively to improve the overall client experience.


  • Keep customers informed about product enhancements, new offerings, and industry trends.


  • Contribute to pipeline development, contract renewals, and customer advocacy initiatives.


What We're Looking For

Required Qualifications

  • Bachelor's degree or equivalent combination of education and experience.


  • 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role.


  • Must have experience working within banking, fintech, SaaS, or a related technology-driven industry.


  • Strong ability to build trust and influence decision-makers.


  • Exceptional communication, presentation, and interpersonal skills.


  • Proven problem-solving and negotiation abilities.


  • Strong organizational skills with excellent attention to detail.


  • Ability to manage multiple priorities and stakeholders simultaneously.


Preferred Experience

  • Knowledge of banking technology platforms, software solutions, or financial services products.


  • Experience identifying growth opportunities and supporting revenue retention initiatives.


Success in This Role

Successful Relationship Managers:

  • Deliver exceptional customer experiences and high levels of client satisfaction.


  • Build trusted relationships that drive long-term customer retention.


  • Act as a strategic advisor and advocate for their clients.


  • Generate opportunities for business growth through consultative conversations.


  • Collaborate effectively across sales, product, support, and leadership teams.


  • Help customers achieve their goals while maximizing the value they receive from CSI.


Travel

  • Travel up to 40-50% as needed to support customer relationships, meetings, conferences, and onsite engagements.


CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

About Computer Services (CSI)

Computer Services, Inc. (CSI) is a provider of technology solutions for financial institutions. The company offers core processing, digital banking, managed services, regulatory compliance, risk management, and other technology solutions. CSI serves more than 1,000 customers in the United States and has offices in Kentucky, Georgia, Texas, and California. The company was founded in 1965 and is committed to providing innovative and reliable technology solutions to help financial institutions succeed.
Learn more about Computer Services (CSI)
Size
1,900 employees
Industry
Information Technology
Founded
1965
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Computer Services (CSI)

More Finance & Insurance Jobs

Find similar Enterprise Banking Relationship Manager jobs:

NationwideRemote