VP/Client Relationship Manager

First Northern Bank of Dixon•Vacaville, CA

4h•Onsite

About The Position

We are looking for a Client Relationship Manager to join our team! This role involves partnering with clients to understand their business objectives and challenges, recommending appropriate financial solutions, and building positive, long-term relationships. You will serve as the primary point of contact for clients, providing updates, gathering feedback, and ensuring they derive value from our offerings in a timely and professional manner. Additionally, you will identify and pursue new clients and target markets, qualify leads, and collaborate with internal partners to develop proposals. The role requires negotiating terms, facilitating deal closures, monitoring client performance, assessing client satisfaction, and developing strategies for client retention and revenue growth. You will also prepare regular reports and stay informed about industry trends to provide valuable insights to clients.

Requirements

Customer Service: respond promptly to customer needs
Professionalism: treat others with respect and consideration regardless of their status or position
Service: promptly respond to requests for service and assistance; meet commitments made to customers and other employees
Initiative: strive to continuously build knowledge and skills and share expertise with others
Ambition: looks for, and takes advantage of, new opportunities
Collaboration: ability to work well with other departments and individuals
Impact: create a good first impression, commanding attention and respect, showing an air of confidence
Quality: commitment to excellence and high standards
Motivation: set and achieve challenging goals
Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required
5+ years of experience as a Client Relation Manager or similar role required
Proficiency using Profit Intel or similar CRM system preferred

Responsibilities

Partner with clients to understand their business objectives and challenges
Recommend appropriate financial solutions to meet their needs
Build positive, long-term relationships
Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they’re deriving value from our offerings, all in a timely and professional manner
Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
Collaborate with internal partners as needed to gain insights and information for proposal development
Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
Facilitate the closure of deals, ensuring all parties are aligned on terms
Monitor and analyze client performance metrics to track success and identify opportunities for improvement
Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients