Business Banking Client Account Manager
About The Position
Responsible for the overall management of an assigned portfolio with a focus on Welcome, Retain, and Grow. This includes helping to drive activations and elevate the onboarding experience by coordinating with Market Managers to ensure pre-sale and implementation expectations are met, welcoming newly activated accounts, performing general account maintenance, increasing relationship profitability, and maintaining client satisfaction. The role also involves consulting with clients for payment education and recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. This role supports the Midwest market - qualified candidates must be located in Minnesota or Ohio.
Requirements
- Bachelor’s degree in Business or Finance, or equivalent work experience.
- Typically five to eight years of client management experience in the payments industry.
Nice To Haves
- Strong contract negotiations, account management and project management skills.
- Strong problem-solving and negotiation skills.
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- Ability to identify and resolve exceptions and to interpret data.
- Proven customer service/relations skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Strong presentation, interpersonal, verbal and written communication skills.
- Ability to travel
Responsibilities
- Contact newly approved customers and coordinate implementation schedule
- Welcome newly activated business banking customers
- Work service-related requests via phone, email and teams
- Utilization of Salesforce
- Work rate review requests
- Establish and maintain regular cadence with internal stakeholders (Market Managers, bankers, CID)
- Refer Opportunities to bank partners
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
