Client Relationship Advisor

Atlantic Community Bankers Bank; Cherry Hill Township (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(K) with employer match

Generous PTO

Tuition reimbursement

Job summary

Atlantic Community Bankers Bank is seeking a Client Relationship Advisor to manage and grow a Mid-Atlantic client portfolio, acting as a trusted advisor and expanding product usage. You will collaborate with Sales, Client Care, Operations, and Onboarding teams to enhance client experiences.

Regular travel across the Mid-Atlantic region is required for onsite meetings, relationship reviews, and industry events. Strong communication and strategic relationship skills are essential for success.

Qualifications

• 3+ years in relationship management, sales, or related financial services role.
• Bachelor's degree required; equivalent experience may be considered.
• Strong ability to identify growth opportunities and manage client portfolios.

Responsibilities

• Portfolio Business Development & Sales Execution: grow the assigned portfolio, present solutions, manage Salesforce data, prepare proposals.
• Client Engagement, Relationship Management & Retention: act as primary RM, build relationships, conduct strategic executive conversations, drive retention and growth, travel regionally.
• Client Onboarding & Post-Sale Support: coordinate onboarding, ensure smooth implementation, monitor progress, collaborate across departments to ensure client satisfaction.

Skills

Relationship-building

Client engagement

Business development

Sales

Presentation skills

Negotiation

Portfolio management

Education

Bachelor's degree in Business Administration, Finance, Marketing, or related field

Tools

Salesforce

Job description

Description

Are you a relationship-focused banking professional who excels at building client partnerships, uncovering opportunities, and delivering exceptional service? Do you thrive in a consultative environment where collaboration, business development, and client success are essential to achieving results?

We are seeking a Client Relationship Advisor to manage and grow relationships within ACBB’s established Mid-Atlantic client portfolio. In this role, you will serve as a trusted advisor to community bank clients, identify opportunities to expand product and service utilization, and deliver an exceptional client experience. This position requires regular travel throughout the assigned territory, including New Jersey, the Greater Philadelphia region, New York City, Maryland and Delaware for onsite client meetings, relationship reviews, and industry events. You'll work closely with Sales, Client Care, Operations, Product Management, and Onboarding teams to strengthen client relationships and support ACBB's continued growth.

About ACBB:

Embark on an exciting journey with Atlantic Community Bankers Bank (ACBB), where we're shaping the future of community banking! At ACBB, our people are at the heart of everything we do. We take pride in offering dynamic correspondent services, including loan participations, Fed Funds transactions, compliance services, settlement solutions, and more—all without competing with our customer banks. Join our passionate team, where employees are trusted, supported, and encouraged to grow, and help us deliver innovative solutions to community banks and financial institutions nationwide.

What You’ll Do:

As a key member of the Sales and Client Relationships team, you will develop trusted client partnerships, identify growth opportunities, and support the delivery of solutions that help drive client success and organizational growth.

Portfolio Business Development & Sales Execution

• Manage and grow an assigned portfolio by identifying opportunities to expand ACBB products and services.
• Develop and present solutions that address client needs and demonstrate ACBB's value proposition.
• Manage sales pipeline activity and maintain accurate client and opportunity information within Salesforce.
• Prepare proposals, presentations, and other materials to support business development efforts.
• Support the sales process from initial opportunity through implementation and ongoing relationship management.

Client Engagement, Relationship Management & Retention

• Serve as the primary relationship manager for an assigned portfolio of community bank clients throughout your assigned territory
• Build and maintain strong relationships through proactive engagement and exceptional service.
• Conduct strategic conversations with executive and senior-level client contacts to understand business needs and objectives.
• Drive client retention and long-term relationship growth through regular communication and relationship reviews.
• Travel throughout the New England region to meet with clients and strengthen partnership opportunities.

Client Onboarding & Post-Sale Support

• Partner with Onboarding and internal teams to ensure a seamless client implementation experience.
• Communicate client requirements, facilitate issue resolution, and support project milestones.
• Monitor onboarding progress, identify potential challenges, and coordinate timely follow-up activities.
• Collaborate across departments to deliver an exceptional client experience and ensure client satisfaction.

Requirements

What You’ll Bring:

Basic Qualifications/Skills:

Experience: Experience: Minimum 3 years of experience in relationship management, sales, business development, account management, treasury management, correspondent banking, or a related financial services role. Demonstrated success in building client relationships, identifying growth opportunities, and managing client portfolios required.

Education: Bachelor's degree in Business Administration, Finance, Marketing, or a related field required; equivalent combinations of education, professional training, and directly related experience may be considered.

Required Skills & Competencies:

• Strong relationship-building and client engagement skills.
• Proven business development and consultative sales abilities.
• Excellent presentation, communication, and negotiation skills.
• Experience managing client portfolios and CRM systems, preferably Salesforce.
• Knowledge of banking products, financial services, and relationship management strategies.
• Strong organizational and portfolio management skills.
• Ability to identify client needs and recommend strategic solutions.
• Self-motivated with the ability to work independently in a remote environment.
• Strong collaboration and problem-solving skills.
• Ability and willingness to travel regularly throughout Mid-Atlantic region, including occasional overnight travel.

Why Join Us:

• Competitive compensation package
• Comprehensive benefits package
• 401(K) with employer match
• Generous Paid Time Off (PTO) policy
• Tuition reimbursement
• Birthday holiday and additional unique benefits
• Employee Assistance Program
• Performance bonus opportunities

Pay Range: $90,000 to $130,000 annually

Compensation is commensurate with experience and qualifications.

ACBB is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. ACBB does not sponsor employment visas and is unable to provide immigration-related sponsorship now or in the future.