Client Relationship Advisor

This is a fully remote position, open to applicants in New Jersey, +2 more states.

📋 Description

• Oversee and enhance a designated portfolio by pinpointing opportunities for expanding ACBB's products and services.

• Create and deliver solutions that cater to client needs while showcasing ACBB's value proposition.

• Manage sales pipeline activities and ensure precise client and opportunity data is maintained in Salesforce.

• Develop proposals, presentations, and supplementary materials to bolster business development initiatives.

• Assist in the sales process from the initial opportunity phase to implementation and ongoing relationship management.

• Act as the primary relationship manager for a defined portfolio of community bank clients within the assigned territory.

• Establish and nurture strong relationships through proactive engagement and outstanding service.

• Engage in strategic discussions with executive and senior-level client contacts to comprehend their business needs and objectives.

• Enhance client retention and promote long-term relationship growth via regular communication and relationship assessments.

• Travel across the New England region to meet clients and fortify partnership opportunities.

• Collaborate with Onboarding and internal teams to guarantee a smooth client implementation experience.

• Convey client requirements, facilitate issue resolution, and support project milestones.

• Monitor onboarding progress, recognize potential challenges, and coordinate timely follow-up actions.

• Work across departments to provide an exceptional client experience and ensure client satisfaction.

⛳️ Requirements

• A minimum of 3 years of experience in relationship management, sales, business development, account management, treasury management, correspondent banking, or a similar financial services role.

• Proven track record in building client relationships, identifying growth opportunities, and managing client portfolios.

• A Bachelor's degree in Business Administration, Finance, Marketing, or a related field is required; equivalent combinations of education, professional training, and directly related experience may be considered.

• Strong skills in relationship-building and client engagement.

• Demonstrated business development and consultative sales proficiency.

• Exceptional presentation, communication, and negotiation skills.

• Experience in managing client portfolios and CRM systems, with a preference for Salesforce.

• Knowledge of banking products, financial services, and relationship management strategies.

• Strong organizational and portfolio management abilities.

• Capability to identify client needs and propose strategic solutions.

• Self-motivated with the ability to operate independently in a remote setting.

• Strong collaboration and problem-solving skills.

• Willingness and ability to travel regularly throughout the Mid-Atlantic region, including occasional overnight trips.

• ACBB does not sponsor employment visas and is unable to provide immigration-related sponsorship now or in the future.

🏝️ Benefits

• Competitive compensation package.

• Comprehensive benefits package.

• 401(K) with employer match.

• Generous Paid Time Off (PTO) policy.

• Tuition reimbursement.

• Birthday holiday and additional unique benefits.

• Employee Assistance Program.

• Performance bonus opportunities.