Client Care Manager

Piermont-Bank; New York (NY); On-site; USD 75,000 - 95,000; Full time

Job summary

Piermont Bank, a boutique commercial bank with a digital-first approach, seeks a Client Care Manager to support clients from onboarding through their journey. The role emphasizes excellent onboarding, clear communications, and proactive issue resolution to ensure a superior client experience.

The position requires 7+ years in banking, knowledge of depository products, strong customer relations, and compliance focus. Competitive salary with benefits is offered in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent.
• 7+ years banking experience in roles like teller or universal banker.
• Knowledge of banking products and regulatory compliance.
• Strong technical skills with depository programs.
• Excellent customer communication and relationship skills.
• Ability to problem solve in fast-paced environment.

Responsibilities

• Provide an excellent onboarding experience for new clients.
• Answer questions and relay onboarding requirements to clients and partners.
• Process wires, online banking, remote deposit checks, ACH, and limited teller transactions.
• Proactively resolve client issues with internal teams.
• Communicate with clients and respond to inquiries promptly.
• Support compliance enhancements including audits and records management.
• Assist in implementing new depository programs and initiatives as needed.
• Mentor Client Care Associates upon request of Chief Growth Officer.

Skills

Customer communication

Problem solving

Relationship skills

Education

Bachelor’s degree or equivalent

Tools

Teller system

Account opening system

Job description

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.

We combine disciplined commercial banking with innovative technology to deliver value added solutions for small and medium sized businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

The Role:

The Client Care Manager is an integral part of Piermont Bank’s client care team. It focuses on supporting clients from onboarding through their journey with Piermont and ensuring good experience and services at all times.

Responsibilities:

• Provide each new client an excellent account opening and onboarding experience.
• Apply client, product, and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes, and status for diverse set of requests to clients and internal partners.
• Process transactional activities including wires, online banking, remote deposit checks, ACH, and some limited teller transactions.
• Proactively work with internal teams to resolve any client issues and service accounts.
• Communicate with clients and respond to inquiries in a responsive and timely matter.
• Lead efforts towards improving and implementing compliance functions including audits controls, records management, approvals and ensuring all security procedures are strictly followed.
• Under the direction of the Team Lead, administer the implementation of new programs and initiatives related to depository products and services when needed.
• Mentor Client Care Associates, as needed upon request of Chief Growth Officer.

Qualifications:

• Bachelor’s degree or equivalent.
• 7+ years of related banking experience, teller, new accounts representative, universal banker or equivalent.
• Knowledge about banking products and services, comprehensive understanding of regulatory and compliance related to daily job functions.
• Strong technical skills and experience with depository related programs such as account opening, teller system etc.
• Excellent customer communication and relationship skills.
• Ability to problem solve and work in a fast passed and evolving environment.

The hiring range for this position is $75,000 to $95,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.

Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.