Associate Client Manager

Customers Bank; Village of Rye Brook (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Customers Bank is seeking an Associate Client Manager to deliver exceptional customer service and support for clients. In this role, you will manage transactions, open accounts, and maintain client relationships while adhering to banking policies. Ideal candidates will have extensive banking experience and a strong commitment to customer service.

Qualifications

• At least 8 years banking experience, preferably in business/commercial banking.
• Strong verbal and written communication skills.
• Ability to initiate and resolve client problems with limited supervision.

Responsibilities

• Provide customer service, transaction support, and general relationship maintenance.
• Open accounts and assist customers with transactions.
• Review and adhere to bank policies.

Skills

Customer service

Communication

Multi-tasking

Process orientation

Proactiveness

Can-do attitude

Job description

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Work Location: Rye Brook, NY. Work location expectations are subject to change at the Company’s discretion.

Salary Range: The expected salary for this position is $75,000-125,000. This is a good faith estimate of what we expect to pay for this position. The final salary figure will consider skill level, experience, and location.

Must be legally eligible to work in the United States without current or future sponsorship to be considered.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team that is committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in out deep experience and strong financial foundation; we we’re a partner you can trust.

What you’ll do:

Associate Client Managers are key components in the single point of contact service model. ACM’s provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.

What do you need?

• At least 8 years banking experience – preferably in a business/commercial banking or private client setting
• Customer service – being able to WOW our clients with the best service, treating them to feel as they are our ONLY client
• Communication – strong verbal and written skills
• Multi-tasking - staying on top of multiple priorities with varying deadlines
• Process orientation – being able to adhere to the bank’s policies and processes for task completion
• Being proactive – taking initiative and responsibility to resolve client problems under limited supervision
• A “can-do” attitude
• The desire to learn and grow in a fast-moving organization
• The ability to occasionally travel to different work locations and client locations

Technology Skills:

• Microsoft Outlook: primary communication method for internal and external clients
• Microsoft Word: drafting customer correspondence or memos
• Microsoft Excel: creating or updating client statements
• Salesforce and nCino knowledge are a plus

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.