Client Relationship Manager
About The Position
The Client Relationship Manager serves as a leader within Mountain West Bank's new headquarters branch in beautiful downtown Coeur d'Alene, delivering an elevated, relationship-focused banking experience for business owners, professionals, nonprofit organizations, municipalities, and personal banking clients. This role is ideal for a service-minded professional who thrives in a boutique environment where personalized attention, relationship development, and operational excellence are paramount. The Client Relationship Manager provides day-to-day leadership for branch staff while serving as a trusted resource for clients, identifying solutions, strengthening relationships, and ensuring exceptional execution of branch operations. Success in this role requires professionalism, initiative, sound judgment, and a passion for creating memorable client experiences that differentiate Mountain West Bank from traditional banking institutions.
Requirements
- High School diploma or equivalent.
- Minimum 5 years of banking, financial services, professional services or another client focused environment known for exceptional relationship-based service.
- Previous supervisory, leadership or team lead experience
- Demonstrated success building and maintaining long-term client relationships.
- Experience identifying client needs and recommending appropriate products, services, or solutions.
- Proven ability to deliver highly personalized service experience to discerning clients.
- Excellent communication, professionalism, and interpersonal skills.
Nice To Haves
- Banking, credit union, wealth management or financial services experience.
- Experience opening and servicing deposit accounts or financial products.
- Consumer lending experience
- Experience working with business owners, professionals, nonprofit organizations, or government entities.
- Current TechXpert certification or willingness to obtain certification within six months of hire.
Responsibilities
- Uphold and actively promote the bank’s core beliefs, core values, and customer service standards, collectively known as “Our Compass”.
- Provide day-to-day leadership, coaching, and supervision of branch personnel while fostering a culture of exceptional service and accountability.
- Deliver a concierge-level banking experience through personalized relationship management and proactive client engagement.
- Contribute to branch growth engagement with local businesses, community organizations, nonprofit leaders, and civic stakeholders
- Support commercial lending, professional banking and mortgage teams with client account activities’ needs and maintenance.
- Promote Bank’s High-Performance Growth (HPG) program, the referral process, and the Tell-a-Friend program, striving to exceed company goals.
- Perform advanced universal banker functions including account opening, maintenance, consumer lending support, and complex client servicing.
- Maintain accurate records and operational documentation submission and reporting.
- Regular and predictable attendance is an essential function of this job.
- Support audits, compliance reviews, and risk management activities.
- Ensure branch security and adherence to regulatory requirements, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Benefits
- medical, dental, vision, and life insurance
- health savings account option
- Employee Assistance Program (EAP)
- health rewards program
- retirement savings plan, including 401(k) and Profit-Sharing plans
- short and long-term disability benefits
- education and training benefits
- discounts on banking products and services
- generous Paid Time Off (PTO) plan
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
