Client Relationship Manager - Digital Assets

Customers Bank • Malvern, PA

1d

About The Position

The Client Relationship Manager (CRM), Digital Assets, uses knowledge of bank processes and procedures to address the needs of Digital Asset clients. The role responds to and resolves client inquiries and issues, builds and maintains strong client relationships, and provides personalized solutions. It monitors and analyzes client feedback and behavior to improve the digital customer experience and increase retention and loyalty.

The CRM serves as a key point of contact for Digital Asset clients, including clients for whom the CRM has direct responsibility. The role works directly with clients and, in some cases, prospects throughout the client life cycle, including onboarding, ongoing maintenance, expansion, and possibly closure. It also serves as a talent pipeline for the Digital Asset group, with a career track that may lead to a Relationship Manager role.

Applicants must be legally eligible to work in the United States without sponsorship, now or in the future.

Requirements

• Minimum 5 years of customer service or relationship manager experience.
• Minimum 5 years of experience in the financial services industry.
• Experience cross-selling financial products.
• Ability to work independently as well as in a team or collaborative environment.
• Proven experience in customer service or relationship management.
• Computer proficiency and working knowledge of customer service software, databases, and tools.
• Awareness of the industry’s latest technology trends and applications.
• Ability to think strategically and lead customers.
• Strong client-facing verbal and written communication skills.
• Relationship management skills and experience managing transactions, risk management, compliance, and account opening.
• Proficiency with MS Office applications.
• Salesforce literacy.
• Computer literacy and knowledge of online banking and mobile banking applications.
• Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
• Must be legally eligible to work in the United States without sponsorship, now or in the future.

Nice To Haves

• Experience with FIS IBS and Q2 online banking.

Responsibilities

• Respond to and resolve Digital Asset client inquiries and issues.
• Build and maintain strong client relationships and provide personalized, tailored solutions.
• Monitor and analyze client feedback and behavior to improve the digital customer experience and increase retention and loyalty.
• Serve as a key point of contact for Digital Asset clients, including clients under direct responsibility.
• Work with clients and, in some cases, prospects throughout onboarding, ongoing maintenance, expansion, and possible account closure.
• Manage transactions, risk management, compliance, and account opening as part of relationship management.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed