Associate Client Manager - Financial Institutions Group

BillGO; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Customers Bank is seeking an Associate Client Manager responsible for ensuring exceptional service for our clients. The role requires strong communication and multitasking abilities, along with at least five years of experience in banking or financial services. Join a vibrant team dedicated to delivering outstanding customer experiences while contributing to personal and professional growth.

Qualifications

• 5+ years banking or financial services experience.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities effectively.

Responsibilities

• Provide customer service and transaction support.
• Open deposit accounts and verify customer information.
• Support loan underwriting and visit clients when necessary.

Skills

Customer service

Communication

Multi-tasking

Process orientation

Proactive problem solving

Can-do attitude

Desire to learn

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Salesforce

nCino

General knowledge of AI

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.

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.

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 is the Financial Institutions Group?

The Financial Institutions Group (FIG) at Customers Bank is a specialized team focused on serving non-bank financial institutions such as broker-dealers, Registered Investment Advisors, trust companies and fintech firms. We provide tailored banking solutions—including loans, deposits, and embedded platform partnerships—designed to help our clients grow and operate efficiently. FIG combines deep industry expertise with a high-touch service model to build long-term, trusted relationships with our clients. FIG operates in a fast-paced environment that requires team members to quickly learn and adapt to cutting-edge products and services tailored to the financial services and securities industries—all with the goal of best serving our customers.

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 other team members of their banking group. Typical responsibilities include opening deposit 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, implementation, and portfolio management processes, visiting clients, providing reports, and demonstrating products.

What do you need?

• At least 5 years banking or financial services 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

• General knowledge of AI – Chat GPT and Microsoft CoPilot

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.