AVP, Client Relationship Manager

Kearny Bank•Brooklyn, NY

2d•Onsite

About The Position

The Client Relationship Manager (CRM) will provide day-to-day leadership for an assigned branch and team, ensuring operational excellence, exceptional client experience, and the expansion and retention of client relationships. The CRM is responsible for all aspects of branch management, including operations, security, safety, and overall soundness. This role involves leading, coaching, inspiring, and developing the branch team to deliver exceptional client experiences, meet goals, and grow client relationships.

Requirements

High school diploma or equivalent required
Minimum of 3 years of banking or financial services experience required
Proficiency in Microsoft Office required
Excellent written and verbal communication skills with the ability to influence outcomes across all levels of the organization.
Demonstrate a high level of integrity, enthusiasm and commitment; be highly motivated and results driven with a strong work ethic, always acting in the best interest of the client, the team, and the Bank.
Strong understanding of regulatory requirements and risk management practices.
Strong attention to detail with critical thinking and problem-solving skills.
Ability to build strong internal and external relationships and assume ownership of problem resolution.
Ability to maintain a positive, professional demeanor in all situations.
Must prove on the first day of work that they are legally authorized to work in the U.S.

Nice To Haves

Bachelor’s degree preferred
Prior supervisory or team leadership experience strongly preferred
Knowledge of the Bank’s products and services preferred
Ability to identify client needs, recommend appropriate banking products and services, and deliver solutions that meet or exceed client expectations.
Proficiency in core banking systems such as Fiserv preferred
Demonstrated ability to achieve or exceed sales, growth, and referral targets.
Experience in change management preferred

Responsibilities

Provide day-to-day leadership to ensure branch operational excellence, including establishing clear expectations, and ensuring timely, accurate, and effective execution of workflows.
Lead branch growth and retention strategies for the existing client base while maintaining cash controls, adherence to policies and procedures, branch readiness, effective escalation management, and timely completion of required reports and activities.
Serve as the operational and service leader within the branch, coaching, developing, and supporting team members in the resolution of operational and client service issues, leading escalation management, maintaining strong controls and delivering and reinforcing a consistent, high-quality client experience.
Demonstrate, coach and develop team members to conduct effective, proactive, needs-based relationship conversations that deepen and expand client engagement and portfolios.
Drive growth by strengthening existing client relationships through consultative discussions, effective referral practices, and consistent, timely follow up.
Recommend integrated product and service solutions that increase share of wallet, enhance client loyalty and generate sustainable growth across all business lines.
Maintain a strong working knowledge of the Bank’s products and services to effectively identify and respond to client needs, support meaningful client conversations and guiding team members in delivering appropriate financial services solutions.
Lead branch compliance, safety and security efforts by overseeing adherence to all Bank policies and procedures, regulatory requirements and internal control standards.
Promote a culture of risk awareness, mitigation and audit readiness.
Ensure the timely identification, escalation and remediation of control exceptions to support the overall safety and soundness of branch operations.
Maintain strong professional working relationships with all team members, colleagues, partners and management, as well as external partners and vendors. to ensure exceptional client experience, business continuity, and growth and profitability.
Actively reinforce and ensure a culture of professionalism, accountability, teamwork, and continuous improvement by setting expectations, modeling desired behaviors, and supporting the development and engagement of branch staff.
Manage the full employee life cycle including interviewing, onboarding, overseeing work assignments, performance management, career development, and administration of appropriate disciplinary action, when necessary.
Play a key role in recommending employee promotions, training, development, transfers, and demotions to support effective staffing and operational success.
Perform Personal Banker duties when business or client needs dictate including but not limited to, maintaining a cash box, processing client transactions, opening and maintaining accounts, balancing the cash vault, ATM, TCR, and coin machines, and completing opening and end-of-day procedures, accurately and efficiently.
Serve as the point of contact and partner between the assigned branch and various departments and lines of business to ensure proper communication, identify opportunities within existing and prospective client portfolios, ensure warm transition and referrals, ensure understanding of all company policies and procedures.