Client Manager - Employee Banking and Investments
About The Position
This job is responsible for managing relationships of external Clients, developing new growth channels, and enhancing experiences. Key responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. Job expectations include partnering across the enterprise to improve the client experience, acquire new business and expand relationships.
Requirements
- Executive presence for both client facing and internal presentations
- Manages priorities without sacrificing quality
- Experience with external client facing relationships
- Ability to develop, deepen and manage trusted relationships
- Strong organizational and time management skills
- Results-oriented with proven track record of establishing accountability
- Proficient with Word, Excel, PowerPoint, WebEx
Nice To Haves
- Bachelor's Degree
- Attention to Detail
- Collaboration
- Oral Communications
- Product Marketing and Branding
- Written Communications
- Continuous Improvement
- Critical Thinking
- Market Analysis
- Problem Solving
- Process Management
- Administrative Services
- Business Analytics
- Reporting
- Research
- Strategic Thinking
Responsibilities
- Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities
- Maintains product financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and profit margins
- Provides information on product trends to sales and marketing teams leveraging knowledge of product functionality, marketplace trends, and the competitive landscape
- Assists with streamlining or enhancing product offerings to fit client's existing and future needs to support continued growth and operational excellence
- Manages risk through implementing and monitoring effective controls in partnership with key support partners
- Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates
Benefits
- competitive benefits to support their physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
