Job Description
Client Relationship Manager VP
Department: Client Relationship Development
Location: Vacaville, CA
We’re looking for a Client Relationship Manager to join our team!
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!
Job Tags
Full time,