We're looking for a Client Relationship Manager to join our team!
Responsibilities Include
Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they're deriving value from our offerings, all in a timely and professional manner
Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
Collaborate with internal partners as needed to gain insights and information for proposal development
Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
Facilitate the closure of deals, ensuring all parties are aligned on terms
Monitor and analyze client performance metrics to track success and identify opportunities for improvement
Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients
What You'll Need to be Successful
Customer Service respond promptly to customer needs
Professionalism treat others with respect and consideration regardless of their status or position
Service promptly respond to requests for service and assistance; meet commitments made to customers and other employees
Initiative strive to continuously build knowledge and skills and share expertise with others
Ambition looks for, and takes advantage of, new opportunities
Collaboration ability to work well with other departments and individuals
Impact create a good first impression, commanding attention and respect, showing an air of confidence
Quality commitment to excellence and high standards
Motivation set and achieve challenging goals
Qualifications
Bachelor's degree in business, marketing or related field, or equivalent experience (8 years) required
5+ years of experience as a Client Relation Manager or similar role required
Proficiency using Profit Intel or similar CRM system preferred
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Salary): $95,000.00 - $100,000.00/year
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
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