Client Relationship Manager

ChoiceOne Bank•Troy, MI

25d•Onsite

About The Position

The Client Relationship Manager (CRM) is responsible for building, maintaining, and expanding strong client relationships to drive revenue growth, deepen wallet share, and enhance overall client satisfaction. This role serves as a primary point of contact for clients and works collaboratively across business lines to deliver comprehensive financial solutions. CRM also manages one or more bankers and supports Private Banking, Treasury Management, and Deposit Growth initiatives.

Requirements

Bachelor's Degree in business-related major preferred or equivalent of three (3) years successful sales experience preferably in financial services
Minimum of five (5) years in banking or equivalent education
Previous experience as Branch Manager, In-Store Branch Manager, Treasury Management Officer, or Private Banker.
Experienced Managers and emerging leaders will both be considered.
NMLS

Nice To Haves

Bilingual is a plus

Responsibilities

Serve as primary relationship manager for a portfolio of clients.
Develop and execute strategies to grow deposits and overall client relationships.
Identify cross-sell opportunities across lending, treasury, and private banking services.
Manage, coach, and develop assigned bankers to achieve performance goals.
Partner with Private Banking to deepen high-net-worth client relationships.
Collaborate with Treasury Management to expand fee income and operational services.
Drive new business through prospecting, referrals, and community involvement.
Ensure compliance with regulatory and bank policies.
Back-up tellers or bankers as needed.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.