Client Care Relationship Associate

Piermontbank; New York (NY); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k benefits

Vision insurance

Job summary

Piermontbank is seeking a Client Care Relationship Associate in New York, NY, responsible for supporting account growth and enhancing client experiences. Ideal candidates should have 5+ years of banking experience, strong business development skills, and a proven sales track record.

The position offers a competitive salary range of $85,000 to $100,000, including potential bonuses and a comprehensive benefits package. Piermontbank is committed to diversity and inclusion in the workplace.

Qualifications

• 5+ years of related banking experience.
• Proven sales track record in generating new business.
• Strong understanding of regulatory compliance related to banking.

Responsibilities

• Support account opening and cross-selling through digital acquisition.
• Build relationships with existing customers to meet their needs.
• Communicate with clients and respond to inquiries promptly.

Skills

Business development skills

Customer communication

Banking knowledge

Problem-solving ability

Education

Bachelor’s degree or equivalent

Tools

Depository related programs

Teller system

Job description

About Us

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 Relationship Associate is an integral part of Piermont Bank’s Client Care team. It focuses on supporting account growth and delivering superior client experiences for the Bank. The ideal candidate should be a seasoned banking expert with an entrepreneurial mindset driven by continuous growth and improvement to maximize the client experience.

Responsibilities

• Support the Bank’s account opening and cross selling through digital acquisition.
• Growing relationships with existing customers by understanding their businesses and catering to their banking and service needs.
• Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts.
• 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.
• Work with internal teams to resolve any client issues and service accounts.
• Communicate with clients and respond to inquiries in a responsive and timely manner.
• Support implementation of new programs and initiatives related to depository products and services when needed.

Qualifications

• Bachelor’s degree or equivalent
• 5+ years of related banking experience, business banker, new accounts representative, universal banker or equivalent.
• Strong business development skills and proven sales track record in generating new business and/or cross selling.
• 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 relation skills.
• Ability to problem solve and work in a fast passed and evolving environment.

The hiring range for this position is $85,000 to $100,000 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.