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Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors in developing team members.
Job Responsibility:
Leads or supports client management activities with clients and prospective clients
Responsible for the development and execution of a relationship management plan to acquire and retain clients
Accountable for ongoing exceptional client experience
Manages a book of business that typically consists of the largest and/or most complex and sophisticated client relationships
May assist the directors in developing team members
Coordinates with team to determine action plan through thorough discovery of client needs
Consistently reviews needs assessment with clients to determine changes
Ensures a strong client commitment and advocacy by delivering proactive and responsive service
Holds team accountable for deliverables
Accountable for the growth of their book of business through client expansion and new client acquisition
Develops and executes strategies for proactively sourcing new relationships for the bank
Owns communication and contact with existing clients to ensure expansion opportunities are captured
Consistently seeks ways to expand his/her external network for business development
Manages risk through appropriate client selection
Works with risk partners to escalate client concerns
Is accountable to partners for follow up and client communication after initial introduction
Maintains timely, accurate and complete sales/client relationship management administration tasks
Ensures the execution of team processes
May train, coach and/or mentor other team members
May participate in special projects to strengthen the overall business
Requirements:
University/college degree
Industry relevant experience is typically 8+ years
Preferred Skills: Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies: Customer Experience Management, Customer Service Management, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Selling, Understanding Customer Needs, Value Selling
Education: Bachelors
Nice to have:
Masters degree, PhD, or certifications is desirable
What we offer:
Medical/prescription drug coverage (with a Health Savings Account feature)