Client Relationship Advisor

Atlantic Community Bankers Bank•Camp Hill, PA

1d•$90,000 - $130,000•Remote

About The Position

The Client Relationship Advisor manages and grows relationships within ACBB’s established community-bank client portfolio. The advisor serves as a trusted point of contact, identifies opportunities to expand product and service use, develops solutions tailored to client needs, and supports an exceptional client experience. The role works with Sales, Client Care, Operations, Product Management, and Onboarding teams to support client success and ACBB’s growth. The position includes regular travel for onsite client meetings, relationship reviews, and industry events across the assigned territory. The posting identifies the territory as the Mid-Atlantic, including New Jersey, Greater Philadelphia, New York City, Maryland, and Delaware; another section refers to travel throughout New England. ACBB provides correspondent services to community banks and financial institutions, including loan participations, Fed Funds transactions, compliance services, and settlement solutions.

Requirements

At least 3 years of experience in relationship management, sales, business development, account management, treasury management, correspondent banking, or a related financial services role.
Demonstrated success building client relationships, identifying growth opportunities, and managing client portfolios.
Bachelor’s degree in Business Administration, Finance, Marketing, or a related field; equivalent combinations of education, professional training, and directly related experience may be considered.
Strong relationship-building and client engagement skills.
Proven business development and consultative sales abilities.
Excellent presentation, communication, and negotiation skills.
Experience managing client portfolios and CRM systems; Salesforce is preferred.
Knowledge of banking products, financial services, and relationship management strategies.
Strong organizational and portfolio management skills.
Ability to identify client needs and recommend strategic solutions.
Self-motivation and ability to work independently in a remote environment.
Strong collaboration and problem-solving skills.
Ability and willingness to travel regularly throughout the Mid-Atlantic region, including occasional overnight travel.

Nice To Haves

Salesforce experience is preferred.

Responsibilities

Manage and grow an assigned client portfolio by identifying opportunities to expand ACBB products and services.
Develop and present solutions that address client needs and communicate ACBB’s value proposition.
Manage sales pipeline activity and maintain accurate client and opportunity information in Salesforce.
Prepare proposals, presentations, and other business-development materials.
Support the sales process from initial opportunity through implementation and ongoing relationship management.
Serve as the primary relationship manager for assigned community-bank clients throughout the territory.
Build and maintain client relationships through proactive engagement and service.
Conduct strategic conversations with executive and senior-level client contacts to understand their needs and objectives.
Support client retention and long-term relationship growth through regular communication and relationship reviews.
Travel to meet clients, strengthen partnerships, and attend industry events.
Partner with Onboarding and internal teams to support seamless client implementation.
Communicate client requirements, facilitate issue resolution, and support project milestones.
Monitor onboarding progress, identify potential challenges, and coordinate timely follow-up.
Collaborate across departments to deliver a strong client experience and support client satisfaction.