Client Relationship Manager

KISH BANK•Lewistown, PA

7d•Onsite

About The Position

Kish Bank is hiring a Client Relationship Manager (CRM) for our Kish Creek Financial Center. This full-time, on-site client service role is ideal for a relationship-driven professional with a background in wealth management, financial planning, banking, or insurance client support. As a Client Relationship Manager, you are the primary point of contact for assigned clients. You'll independently manage client meetings, scheduling, documentation, service requests, and routine paperwork — while partnering closely with a Financial Advisor who handles planning, advice, and complex needs. You'll also own Kish Bank referral relationships from first contact through qualification, onboarding, and ongoing service. This is a growth opportunity to build a financial services career in central Pennsylvania with a community bank that invests in its people.

Requirements

Bachelor's degree in finance, business, accounting, economics, or a related field preferred — relevant financial-services experience may substitute for a degree
Experience in wealth management, financial planning, banking, insurance, or financial-services client support preferred
Strong understanding of financial planning concepts and products
Excellent relationship-building and communication skills
Sharp organization, time management, follow-through, and attention to detail
Proficiency with CRM systems, Microsoft 365, digital document and e-signature tools, and workflow-management technology
A genuine desire to learn, grow, and deliver outstanding client service

Nice To Haves

Licensing Series 7 and Series 66 (or Series 7, 63, and 65) plus applicable life insurance licensing preferred
If not already licensed, you must obtain licenses within one year of hire. Kish supports this effort with training.

Responsibilities

Serve as the primary relationship contact for assigned clients, conducting periodic reviews covering goals, life changes, and service needs
Manage relationships within established authority while preserving each client's connection to their Financial Advisor
Coordinate with the associated Financial Advisor to define and reassess service boundaries, escalation criteria, and triggers for greater advisor involvement
Escalate complex planning, compliance, and opportunity matters — and coordinate orderly, documented handoffs when client needs exceed the CRM service model
Communicate responsibilities, timing, and next steps clearly to clients and internal teams
Manage client scheduling end to end: invitations, confirmations, rescheduling, and meeting preparation
Record complete meeting notes, action items, and follow-up tasks in our CRM system with timely post-meeting summaries
Own routine service requests from receipt through completion, coordinating with clients, custodians, carriers, and internal partners
Prepare, submit, and track routine service paperwork, signatures, and outstanding requirements while maintaining compliant records
Serve as the primary contact for Kish Bank referrals with timely, professional follow-up
Manage referrals through qualification, relationship assignment, onboarding, and ongoing service — coordinating handoffs with bank partners, advisors, and specialists
Track referral sources, prospect activity, relationship status, and outcomes
Review your assigned book of business to identify service, retention, growth, and segmentation opportunities
Manage onboarding from initiation through new business placement
Gather required statements and supporting materials
Track applications, outstanding requirements, and pending signatures
Deliver and review digital Welcome Packets with new clients
Maintain confidentiality, professionalism, and ethical standards
Participate actively in team meetings and continuous-improvement initiatives
Communicate and coordinate consistently with internal partners