Responsibilities Include - Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
- Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they're deriving value from our offerings, all in a timely and professional manner
- Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
- Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
- Collaborate with internal partners as needed to gain insights and information for proposal development
- Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
- Facilitate the closure of deals, ensuring all parties are aligned on terms
- Monitor and analyze client performance metrics to track success and identify opportunities for improvement
- Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
- Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
- Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
- Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients
What You'll Need to be Successful - Customer Service respond promptly to customer needs
- Professionalism treat others with respect and consideration regardless of their status or position
- Service promptly respond to requests for service and assistance; meet commitments made to customers and other employees
- Initiative strive to continuously build knowledge and skills and share expertise with others
- Ambition looks for, and takes advantage of, new opportunities
- Collaboration ability to work well with other departments and individuals
- Impact create a good first impression, commanding attention and respect, showing an air of confidence
- Quality commitment to excellence and high standards
- Motivation set and achieve challenging goals
Qualifications - Bachelor's degree in business, marketing or related field, or equivalent experience (8 years) required
- 5+ years of experience as a Client Relation Manager or similar role required
- Proficiency using Profit Intel or similar CRM system preferred
Why You Should Apply - Full-time position with excellent compensation and benefits package
- Generous time off programs
- Bonus program
- Profit-sharing
- Discounted stock purchase program
- Excellent growth and development opportunities
- And much more!
Pay Range (Salary): $95,000.00 - $100,000.00/yearThe purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
