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VisionBank · 2 days ago

Client Relationship Manager

Waukee, IA

Full-time

Hybrid

Mid Level

3+ years exp

VisionBank is a financial institution seeking a Client Relationship Manager who will provide personalized financial service to high-net-worth and emerging affluent clients. The role focuses on relationship management, community engagement, and delivering tailored financial solutions to meet clients' needs.

BankingFinanceFinancial Services

Responsibilities

Build, manage, and nurture long-term relationships with high-net-worth clients, families, and small business owners

Serve as the primary point of contact for clients’ day-to-day banking needs, ensuring prompt and professional service

Deliver customized financial solutions, including deposit, lending, and wealth banking products, tailored to each client’s goals

Proactively identify opportunities to deepen existing relationships and generate new business through community involvement, networking, and referrals

Collaborate with other departments—including commercial lending, mortgage, and retail —to deliver a full suite of bank solutions

Maintain thorough and accurate documentation of client interactions and account activity

Uphold all compliance, regulatory, and internal policy standards

Represent the bank positively in the community through local events, volunteerism, and relationship-building initiatives

Adheres to all State and Federal banking regulations

Qualification

Wealth banking experienceClient relationship managementFinancial product knowledgeMicrosoft Office proficiencyInterpersonal skillsOrganizational skillsCommunication skillsAttention to detail

Required

Bachelor's degree in Business, Finance, or a related field, or equivalent experience and 3+ years of experience in wealth banking, private banking, or relationship banking

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume

Ability to apply concepts of basic algebra and geometry

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

To perform this job successfully, an individual should have knowledge of Application/Online Internet (Cash Management) software; Microsoft Word, Excel, PowerPoint, and Outlook

Prefer experience with Loan software and Fiserv

Strong financial understanding of deposit, credit, and other financial products

Exceptional attention to detail, organizational skills, and follow-through

Proven ability to build trust and lasting client relationships within the community

Excellent interpersonal and communication skills, with a genuine service mindset

Self-starter with the ability to manage multiple priorities in a fast-paced, relationship-driven environment

Must be able to travel to meet clients and to attend meetings at other locations using own transportation