Client Relationship Manager VP

Department: Client Relationship Development Location: Vacaville, CA

 

 

We’re looking for a Client Relationship Manager to join our team!

Responsibilities Include

• Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
• Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they’re deriving value from our offerings, all in a timely and professional manner
• Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
• Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
• Collaborate with internal partners as needed to gain insights and information for proposal development
• Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
• Facilitate the closure of deals, ensuring all parties are aligned on terms
• Monitor and analyze client performance metrics to track success and identify opportunities for improvement
• Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
• Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
• Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
• Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients

What You’ll Need to be Successful

• Customer Service – respond promptly to customer needs
• Professionalism – treat others with respect and consideration regardless of their status or position
• Service – promptly respond to requests for service and assistance; meet commitments made to customers and other employees
• Initiative – strive to continuously build knowledge and skills and share expertise with others
• Ambition – looks for, and takes advantage of, new opportunities
• Collaboration – ability to work well with other departments and individuals
• Impact – create a good first impression, commanding attention and respect, showing an air of confidence
• Quality – commitment to excellence and high standards
• Motivation – set and achieve challenging goals

Qualifications

• Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required
• 5+ years of experience as a Client Relation Manager or similar role required
• Proficiency using Profit Intel or similar CRM system preferred

Why You Should Apply

• Full-time position with excellent compensation and benefits package
• Generous time off programs
• Bonus program
• Profit-sharing
• Discounted stock purchase program
• Excellent growth and development opportunities
• And much more!