Client Relationship Manager

Kish Bank; Lewistown (Mifflin County); On-site; USD 52,000 - 76,000; Full time

Job summary

Kish Bank in Lewistown, PA is seeking a Client Relationship Manager (CRM) for on-site client service, wealth-management background preferred. You will serve as the primary contact for assigned clients, manage meetings, service requests, and documentation, and coordinate with a Financial Advisor on planning and referrals.

The role emphasizes building strong client relationships, onboarding new clients, and maintaining compliant records while collaborating with bank partners and specialists.

Qualifications

• Bachelor's degree preferred; relevant financial-services experience may substitute for degree.
• Strong understanding of financial planning concepts and products.
• Excellent relationship-building and communication skills.
• Sharp organization, time management, follow-through, and attention to detail.

Responsibilities

• Serve as the primary relationship contact for assigned clients and conduct periodic reviews.
• Coordinate with the Financial Advisor to define service boundaries and escalations.
• Manage client scheduling, meeting notes, and post-meeting summaries in the CRM.
• Handle routine service requests from receipt through completion and paperwork.

Skills

Relationship-building

Communication skills

Time management

Attention to detail

Education

Bachelor's degree in finance, business, accounting, economics, or related field

Tools

CRM systems

Microsoft 365

Digital documents & e-signature tools

Workflow-management technology

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Relationship Manager

Regular Full-Time Lewistown, PA, US

3 days ago Requisition ID: 1549

Kish Bank is hiring a Client Relationship Manager (CRM) for our Kish Creek Financial Center. This full-time, on-site client service role is ideal for a relationship-driven professional with a background in wealth management, financial planning, banking, or insurance client support.

As a Client Relationship Manager, you are the primary point of contact for assigned clients. You'll independently manage client meetings, scheduling, documentation, service requests, and routine paperwork — while partnering closely with a Financial Advisor who handles planning, advice, and complex needs. You'll also own Kish Bank referral relationships from first contact through qualification, onboarding, and ongoing service.

This is a growth opportunity to build a financial services career in central Pennsylvania with a community bank that invests in its people.

What You'll Do

Client Engagement & Relationship Management

• Serve as the primary relationship contact for assigned clients, conducting periodic reviews covering goals, life changes, and service needs


• Manage relationships within established authority while preserving each client's connection to their Financial Advisor


• Coordinate with the associated Financial Advisor to define and reassess service boundaries, escalation criteria, and triggers for greater advisor involvement


• Escalate complex planning, compliance, and opportunity matters — and coordinate orderly, documented handoffs when client needs exceed the CRM service model


• Communicate responsibilities, timing, and next steps clearly to clients and internal teams

Meeting & Planning Support

• Manage client scheduling end to end: invitations, confirmations, rescheduling, and meeting preparation


• Record complete meeting notes, action items, and follow-up tasks in our CRM system with timely post-meeting summaries


• Own routine service requests from receipt through completion, coordinating with clients, custodians, carriers, and internal partners


• Prepare, submit, and track routine service paperwork, signatures, and outstanding requirements while maintaining compliant records

Marketing & Business Development

• Serve as the primary contact for Kish Bank referrals with timely, professional follow-up


• Manage referrals through qualification, relationship assignment, onboarding, and ongoing service — coordinating handoffs with bank partners, advisors, and specialists


• Track referral sources, prospect activity, relationship status, and outcomes


• Review your assigned book of business to identify service, retention, growth, and segmentation opportunities

New Business & Onboarding Coordination

• Manage onboarding from initiation through new business placement


• Gather required statements and supporting materials


• Track applications, outstanding requirements, and pending signatures


• Deliver and review digital Welcome Packets with new clients

Professional Standards & Teamwork

• Maintain confidentiality, professionalism, and ethical standards


• Participate actively in team meetings and continuous-improvement initiatives


• Communicate and coordinate consistently with internal partners

How Success Is Measured

• Client inquiries and Kish Bank referrals acknowledged within one business day


• Client meetings completed on the servicing schedule


• Meeting notes, tasks, and follow-ups entered in the CRM within one business day


• Service requests and paperwork completed accurately and in good order


• Referrals tracked from receipt through outcome with timely partner communication


• Regular coordination with the Financial Advisor on client status and transitions

Qualifications

• Bachelor's degree in finance, business, accounting, economics, or a related field preferred — relevant financial-services experience may substitute for a degree


• Experience in wealth management, financial planning, banking, insurance, or financial-services client support preferred


• Strong understanding of financial planning concepts and products


• Excellent relationship-building and communication skills


• Sharp organization, time management, follow-through, and attention to detail


• Proficiency with CRM systems, Microsoft 365, digital document and e-signature tools, and workflow-management technology


• A genuine desire to learn, grow, and deliver outstanding client service

Licensing

• Series 7 and Series 66 (or Series 7, 63, and 65) plus applicable life insurance licensing preferred


• If not already licensed, you must obtain licenses within one year of hire. Kish supports this effort with training.