Client Relationship Advisor

Atlantic Community Bankers Bank•Cherry Hill, NJ

12h•$90,000 - $130,000•Remote

About The Position

The Client Relationship Advisor manages and grows an assigned portfolio of community bank clients, serving as a trusted advisor and primary relationship manager. The role identifies opportunities to expand ACBB products and services, develops solutions that address client needs, and supports clients from the initial sales opportunity through implementation and ongoing relationship management. The advisor works collaboratively with Sales, Client Care, Operations, Product Management, Onboarding, and other internal teams to strengthen relationships, support client success, and contribute to organizational growth. The position includes regular travel for onsite client meetings, relationship reviews, and industry events across an assigned Mid-Atlantic territory, with occasional overnight travel. The posting also refers to travel throughout New England. The role is described as working independently in a remote environment.

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.

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 demonstrate 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 an assigned portfolio of community bank clients.
Build and maintain client relationships through proactive engagement and exceptional service.
Conduct strategic conversations with executive- and senior-level client contacts to understand their needs and objectives.
Drive client retention and long-term relationship growth through regular communication and relationship reviews.
Travel throughout the assigned territory to meet with clients and strengthen partnership opportunities.
Partner with Onboarding and internal teams to ensure a seamless client implementation experience.
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 an exceptional client experience and support client satisfaction.