Enterprise Banking Relationship Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main contact for a collection of customer accounts.

• Develop and enhance long-lasting relationships with key stakeholders in financial institutions.

• Ensure that customers receive outstanding service and support throughout their engagement with CSI.

• Collaborate with internal teams to resolve issues, address concerns, and achieve favorable outcomes.

• Conduct strategic business assessments and maintain ongoing communication with clients.

• Identify opportunities to increase customer value through additional CSI products and services.

• Engage in cross-selling initiatives and contribute to objectives related to business retention and growth.

• Monitor customer satisfaction and take proactive measures to enhance the overall client experience.

• Keep customers updated on product advancements, new services, and industry developments.

• Assist in pipeline development, contract renewals, and customer advocacy efforts.

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience.

• Over 3 years of experience in relationship management, account management, customer success, sales, or a similar customer-facing role.

• Must possess experience in banking, fintech, SaaS, or a related technology-driven sector.

• Strong capability to build trust and influence decision-makers.

• Excellent communication, presentation, and interpersonal skills.

• Proven abilities in problem-solving and negotiation.

• Strong organizational skills with a keen attention to detail.

• Ability to manage multiple priorities and stakeholders at the same time.

🏝️ Benefits

• Comprehensive range of benefits

• Eligible for incentive awards based on individual and business performance