Be an early applicantLess than 25 applicantsPosted by Agency

Company

CSI · 16 hours ago

Enterprise Banking Relationship Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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Financial ServicesInformation Technology

No H1B

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Responsibilities

Fosters and grows relationships with multiple customers.

Typically supports a single line of business and/or understands a primary application.

Demonstrates a general understanding of CSI products and/or service offerings.

Establishes and maintains productive, professional relationships with key personnel in assigned customer accounts; ensures assigned customers’ needs and expectations are met; serves as a point of escalation for unresolved issues.

Contributes to and works to ensure business retention, pipeline generation, and the receipt of "Would Recommend CSI" surveys.

Participates and/or leads in the cross‐sale process and pipeline generation.

Performs various sales and relationship activities to meet assigned targets for retention; builds productive pipelines; produces profitable sales volume; and contributes to the achievement of strategic objectives.

Participates in consultative selling by staying in constant communication with the client to proactively understand their needs, goals, and direction.

Evaluates the usage of all CSI products with each assigned client and presents additional CSI products and value‐add solutions as appropriate; keeps clients abreast of product offerings through CSI marketing efforts, product notifications and webinars.

Perform other duties as assigned.

High NPS score.

Familiarize the customer with new and existing products/services.

Provide a conduit to the product, sales, and support teams to assist customer in achieving their goals and achieve.

Address customer concerns and issues.

Alignment of customer expectations with CSI to build trust and rapport that yields a stronger relationship.

Produces customer satisfaction, appreciation, and loyalty to strengthen relationships.

Responsible for all interaction between CSI and the customers. This includes bill collection, customer service, cross sales, and management reporting. Ultimate accountability is excellent customer satisfaction.

Qualification

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Business acumenOrganizational managementCollaboration skills

Required

Education or job knowledge equivalent to college or university undergraduate education.

At least three (3) years of relevant work experience.

Collaboration skills

Listening skills

Problem solving skills

Negotiation skills

Business acumen

Follow‐through and attention to detail

High organizational management skills

Mathematical skills

Communication skills – both written and verbal

Reasoning skills

Analytical skills

Some travel required (20‐50%)

The employee must be physically able to perform all essential job duties, with or without reasonable accommodation.

Company

CSI

As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies.

Founded in 1965

Paducah, Kentucky, USA

1001-5000 employees