Client Relationship Manager

This is a fully remote position, open to applicants in Maryland, +4 more states.

📋 Description

• Oversee client relationships to ensure exceptional service and delivery.

• Lead projects aimed at enhancing product efficiency and possibly manage additional business-related initiatives.

• Collaborate with the business development team on discussions with current or potential clients.

• Supervise clients who manage CLOs and Leverage Finance Facilities.

• Direct daily operations and reporting tasks alongside designated client service associates.

• Build and sustain relationships with Corporate Trust clients.

• Evaluate and approve new client relationships following established account acceptance policies and procedures.

• Deliver quality service that meets client needs and expectations.

• Recognize business risks and operational challenges, mitigate them, and improve systems and processes.

• Coordinate the development and execution of operational changes.

• Aim to meet revenue targets, new business goals, and manage expenses.

• Review client reports and address any necessary issues or modifications.

• Provide clients with essential information and respond to inquiries from interested parties.

⛳️ Requirements

• Minimum of 6 years of relevant experience in Corporate Trust or a similar field.

• A Bachelor's degree in a related discipline is mandatory.

• Intermediate understanding of general banking operations, encompassing deposit operations, loan administration, treasury management, and/or other commercial banking products and services.

• Intermediate knowledge of relevant regulatory and legal compliance requirements, rules and regulations, as well as industry standards and practices.

• Strong verbal and written communication skills.

• Willingness to travel up to 25% of the time may be necessary.

🏝️ Benefits

• Competitive salary packages.

• An ownership stake in the organization.

• Comprehensive medical and dental insurance.

• Paid time off.

• 401k matching contributions.

• Tuition assistance programs.

• Opportunities for employee volunteering.

• Wellness initiatives.

• Annual bonuses and incentives based on performance.

• Restricted stock options.

• Up to 25% travel may be required.