Client Care Relationship Manager

Piermontbank; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Job summary

Piermont Bank is seeking a Client Care Relationship Manager to lead the team delivering best-in-class client support while driving account growth. The ideal candidate has 5+ years of banking experience, entrepreneurial mindset, and a focus on client experience and operational integrity.

The role reports to the Chief Growth Officer and involves onboarding new clients, advising on products including treasury services, and coordinating with internal teams for efficient service delivery.

Qualifications

• Bachelor's degree required with 5+ years banking experience including business lending, credit, or business development.
• Strong business development skills and proven sales track record in generating new business.
• Leadership and management experience with ability to coach and develop to drive sales excellence and customer service.

Responsibilities

• Identify and acquire new banking opportunities for Piermont Bank through business development and marketing campaigns.
• Staff, schedule, and onboard all team members, including recruiting and training new teammates.
• Grow relationships with existing customers by understanding their businesses and servicing banking needs.
• Oversee client onboarding and advise on treasury management services to meet client needs.
• Collaborate with internal teams to improve client experience and resolve issues.
• Ensure compliance in branch operations and timely completion of client tasks.
• Support marketing and business development by participating in trade, community, and client events.

Skills

Business development

Sales

Leadership

Customer service

Communication

Interpersonal skills

Industry trends

Education

Bachelor's Degree

Job description

About Us

Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy. We are the go-to Bank for the fintech ecosystem. For more information, visit www.piermontbank.com .

The Role

The Client Care Relationship Manager will report directly to the Chief Growth Officer and will be tasked with leading the team that ensures best in class client support while driving account growth 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

• Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts.
• Responsible for managing, staffing, and scheduling all direct report work schedules within the team, including recruiting/identifying talent, interviewing, and successfully onboarding and training new teammates.
• Growing relationships with existing customers by understanding their businesses and catering to their banking and service needs.
• Overseeing the client experience by managing new client onboarding, advising on appropriate products and services including treasury management services to meet client needs, and problem solving for the clients.
• Collaborating with internal teams with efficiency and assist with any problem solving related to client experience.
• Understanding branch and deposit related operations and being able to provide oversight and guidance to ensure compliance of regulatory, security and internal controls, which includes timely completion of all client operations tasks.
• Supporting related marketing and business development strategies by actively participating in relevant trade, community, and client networking events.

Qualifications

• Bachelor's Degree and 5 plus years of relevant banking experiences including business lending, credit, or business development.
• Strong business development skills and proven sales track record in generating new business.
• Leadership and management experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of excellent customer service, and operational integrity in a high-volume environment.
• Ability to drive an exceptional customer experience.
• Strong and effective communication and interpersonal skills.
• Demonstrated ability to assess industry trends and leverage appropriate resources to grow the commercial portfolio.
• Retail Banking Regional Branch experience preferred.

The hiring range for this position is $100,000 to $125,000 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.