VP, Client Manager

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

📋 Description

• Act as a strategic partner to the Treasury Management Sales leadership and serve as a senior relationship manager for larger, more significant client portfolios.

• Drive strategic initiatives and process enhancements throughout Treasury Management.

• Take ownership of and improve Treasury's internal knowledge management, SharePoint, communications, and training resources.

• Identify opportunities for automation, artificial intelligence, and technological advancements.

• Create reports, dashboards, and key performance indicators for leadership decision-making.

• Coordinate cross-functional projects involving Product, Operations, Risk, Technology, and Marketing teams.

• Manage larger and more strategic client relationships with minimal supervision.

• Collaborate with regional teams to prospect new clients and potentially lead deposit-only opportunities.

• Provide expert guidance on cash management and risk strategy products alongside tailored solutions.

• Conduct product demonstrations and training sessions while preparing sales proposals.

• Oversee technical implementations across various departments.

• Monitor client needs, perform reviews, and proactively recommend solutions.

• Enhance sales support, tools, and resources in collaboration with Treasury Sales Consultants.

• Assist and mentor CM I/II staff.

• Foster associate development through onboarding, training, mentoring, and enablement initiatives.

• Work in conjunction with Relationship Managers, product specialists, and cross-functional partners to drive client growth.

⛳️ Requirements

• Several years of pertinent experience, typically 7+ years, in commercial banking or client relations.

• Extensive product knowledge.

• Excellent problem-solving abilities.

• Capability to influence client outcomes effectively.

• Proven ability to balance strategic and operational initiatives while managing direct client relationships.

• Proficiency in the Microsoft Suite and the capacity to learn and work with Customers Bank applications.

• Familiarity with AI and automation tools that enhance productivity, workflow efficiency, and client engagement.

• Must be legally authorized to work in the United States without sponsorship, both now and in the future.

🏝️ Benefits

• Personal development plans.

• Reasonable accommodations for qualified individuals with disabilities.

• Commitment to equal opportunity and diversity, equity, and inclusion.