Digital Assets Client Relationship Manager

Customers Bank; Hamilton (NJ); On-site; USD 80,000 - 110,000; Full time

Job summary

Customers Bank is seeking a Client Relationship Manager for Digital Assets in a hybrid or on-site capacity. The role focuses on addressing client inquiries, building enduring relationships, and delivering tailored digital asset solutions while tracking client feedback to improve retention and loyalty.

The CRM will guide clients through onboarding, maintenance, expansion, and potential closure, collaborating with product teams to ensure a superior digital banking experience.

Qualifications

• Minimum 5 years in customer service/relationship management.
• At least 5 years in the financial services industry.
• Experience in cross-selling financial products.
• Ability to work independently and in teams.
• Strong client-facing communication skills.
• Knowledge of banking software and databases.
• Familiarity with AI and automation tools.
• Ability to lead customers strategically.

Responsibilities

• Respond to and resolve client inquiries and issues.
• Build and maintain strong client relationships.
• Analyze client feedback to improve the digital customer experience.
• Support onboarding, ongoing maintenance, expansion, and closure stages.
• Collaborate with Digital Asset group to manage the talent pipeline for CRM.

Skills

Customer service

Relationship management

Sales & cross-sell

Teamwork

Communication skills

Problem solving

Tech savvy

CRM software

Tools

Salesforce literacy

FIS IBS/Q2 online banking

MS Office

Online/mobile banking knowledge

AI/automation tools

Job description

Customers Bank is seeking a Client Relationship Manager for Digital Assets in a hybrid or on-site capacity. The role focuses on addressing client inquiries, building enduring relationships, and delivering tailored digital asset solutions while tracking client feedback to improve retention and loyalty.

The CRM will guide clients through onboarding, maintenance, expansion, and potential closure, collaborating with product teams to ensure a superior digital banking experience.