This exciting role will be a fit for a person who naturally has a desire to help and assist others in being successful, the role will be focused on managing a portfolio of new clients in their first 6 months as a customer of the bank. You goal will be to grow spend volume and revenue above existing benchmark to maximize the return we see from each new customer. Responsibilities include training new customers on products and technology platforms, monitoring customer spends and behaviors for ongoing management and intervention to improve performance, working with various departments to source solutions to client assistance issues, work closely with sales team to strategies on non-responsive programs. Responsibilities Summary: Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance Build strong partnerships and alignment with internal stakeholders Develops strategic client plans Maintain organized pipeline within client management platform Be able to learn technology platforms and be competent in training others in using it Have a comfort in being able to meet a performance/ revenue goal
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees