Enterprise Banking Relationship Manager

CSI•Remote - Illinois, IL

4d•Hybrid

About The Position

Relationship Managers maintain and expand relationships strategically with customers and serving as the primary liaison between CSI and the customers. They constantly strive to achieve excellence in customer service that leads to high customer satisfaction, contract renewals, representing the entire range of company products and services, while ensuring assigned customers’ needs and expectations are met by CSI.

Requirements

Education or job knowledge equivalent to college or university undergraduate education.
The minimum amount of relevant work experience required to successfully perform the job is at least three (3) years.
Strong customer relationships skills (sales, account management, customer relationship).
Must have experience in banking or fintech (SaaS or related)
Collaboration skills
Problem solving skills
Negotiation skills
Business acumen
Follow‐through and attention to detail
High organizational management skills
Mathematical skills
Communication skills – both written and verbal and listening skills
Reasoning and analytical skills
Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Responsibilities

Fosters and grows relationships with multiple customers.
Typically supports a single line of business and/or understands a primary application.
Demonstrates a general understanding of CSI products and/or service offerings.
Establishes and maintains productive, professional relationships with key personnel in assigned customer accounts; ensures assigned customers’ needs and expectations are met; serves as a point of escalation for unresolved issues.
Contributes to and works to ensure business retention, pipeline generation, and the receipt of "Would Recommend CSI" surveys.
Participates and/or leads in the cross‐sale process and pipeline generation.
Performs various sales and relationship activities to meet assigned targets for retention; builds productive pipelines; produces profitable sales volume; and contributes to the achievement of strategic objectives.
Participates in consultative selling by staying in constant communication with the client to proactively understand their needs, goals, and direction.
Evaluates the usage of all CSI products with each assigned client and presents additional CSI products and value‐add solutions as appropriate; keeps clients abreast of product offerings through CSI marketing efforts, product notifications and webinars.
Perform other duties as assigned.
Accountable for Achieving High NPS score.
Familiarize the customer with new and existing products/services.
Provide a conduit to the product, sales, and support teams to assist customer in achieving their goals and achieve
Address customer concerns and issues.
Alignment of customer expectations with CSI to build trust and rapport that yields a stronger relationship.
Produces customer satisfaction, appreciation, and loyalty to strengthen relationships.
Responsible for all interaction between CSI and the customers. This includes bill collection, customer service, cross sales, and management reporting.
Ultimate accountability is excellent customer satisfaction.