Enterprise Banking Relationship Manager

CSI; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Incentive awards

Comprehensive range of benefits

Job summary

CSI is seeking a Relationship Manager to build trusted partnerships with financial institutions across the United States. This role involves serving as the primary contact for customer accounts, ensuring exceptional service, and identifying opportunities for growth through consultative engagement.

The ideal candidate will have over 3 years of experience in relationship management in the fintech or technology sector. Exceptional communication and problem-solving skills are essential, and a bachelor's degree is required. This position offers a competitive salary and benefits.

Qualifications

• 3+ years of experience in relationship management or related fields.
• Experience in fintech, SaaS, or technology-driven industry.
• Proven ability to influence decision-makers.

Responsibilities

• Serve as primary contact for customer accounts.
• Build relationships with stakeholders at financial institutions.
• Ensure exceptional service and support for customers.

Skills

Relationship management

Communication skills

Problem-solving

Negotiation skills

Organizational skills

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Banking technology platforms

SaaS solutions

Job description

Drive Customer Success. Build Trusted Partnerships. Create Lasting Impact.

At CSI, our Relationship Managers serve as strategic advisors and trusted partners to financial institutions across the country. In this role, you'll build strong client relationships, advocate for customer success, identify opportunities for growth, and help clients maximize the value of CSI's products and services. If you enjoy developing meaningful relationships, solving complex business challenges, and working directly with banking and fintech leaders, this could be the perfect opportunity for you.

What You'll Do

• Serve as the primary point of contact for a portfolio of customer accounts.
• Build and strengthen long-term relationships with key stakeholders at financial institutions.
• Ensure customers receive exceptional service and support throughout their partnership with CSI.
• Partner with internal teams to resolve issues, address concerns, and deliver positive outcomes.
• Conduct strategic business reviews and maintain regular communication with clients.
• Identify opportunities to expand customer value through additional CSI products and solutions.
• Participate in cross-sell initiatives and contribute to business retention and growth objectives.
• Monitor customer satisfaction and work proactively to improve the overall client experience.
• Keep customers informed about product enhancements, new offerings, and industry trends.
• Contribute to pipeline development, contract renewals, and customer advocacy initiatives.

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role.
• Must have experience working within banking, fintech, SaaS, or a related technology-driven industry.
• Strong ability to build trust and influence decision-makers.
• Exceptional communication, presentation, and interpersonal skills.
• Proven problem-solving and negotiation abilities.
• Strong organizational skills with excellent attention to detail.
• Ability to manage multiple priorities and stakeholders simultaneously.

Preferred Experience

• Knowledge of banking technology platforms, software solutions, or financial services products.
• Experience identifying growth opportunities and supporting revenue retention initiatives.

Success in This Role

• Deliver exceptional customer experiences and high levels of client satisfaction.
• Build trusted relationships that drive long-term customer retention.
• Act as a strategic advisor and advocate for clients.
• Generate opportunities for business growth through consultative conversations.
• Collaborate effectively across sales, product, support, and leadership teams.
• Help customers achieve their goals while maximizing the value they receive from CSI.

Travel

• Travel up to 40–50% as needed to support customer relationships, meetings, conferences, and onsite engagements.

Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits.

CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [e-mail] and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.