Digital Client Relationship Manager

Customers Bank • Malvern, PA

1d • Hybrid

About The Position

Customers Bank is seeking a Digital Client Relationship Manager (DCRM) to connect with clients through digital channels. The DCRM responds to and resolves client inquiries and issues, builds and maintains strong client relationships, and provides personalized solutions. The role also monitors and analyzes client feedback and behavior to improve the digital customer experience and increase client retention and loyalty.

The position is open to any Customers Bank location. Fully remote work is available for candidates outside a 50-mile radius of a bank location. Applicants must be legally eligible to work in the United States without sponsorship, now or in the future.

Requirements

• At least 5 years of customer service or relationship manager experience.
• At least 5 years of experience in the financial services industry.
• Experience cross-selling financial products.
• Proven experience as a customer service relationship manager.
• Experience providing customer service support for commercial and consumer clients.
• Ability to work independently and collaboratively as part of a team.
• Computer proficiency and working knowledge of customer service software, databases, and tools.
• Awareness of the financial services industry's latest technology trends and applications.
• Ability to think strategically and lead customers.
• Strong client-facing verbal and written communication skills.
• Relationship management experience, including managing transactions, risk management, compliance, and account opening.
• Proficiency with MS Office applications and Salesforce.
• Computer literacy and knowledge of online 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 client inquiries and issues.
• Build and maintain strong client relationships.
• Provide clients with personalized and tailored solutions.
• Monitor and analyze client feedback and behavior to improve the digital customer experience and increase retention and loyalty.
• Support commercial and consumer clients and manage transactions, risk management, compliance, and account opening.
• Cross-sell financial products.

What This Job Offers

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