Remote Digital Banking Relationship Manager

Customers Bank; Malvern (Chester County); Remote; USD 65,000 - 90,000; Full time

Job summary

Customers Bank seeks a Digital Client Relationship Manager to engage with clients through digital channels, resolve inquiries, and tailor solutions. This role emphasizes building strong relationships, monitoring feedback, and driving retention in a fast-paced financial services environment.

Ideal candidates bring 5+ years in customer service and banking, proficiency with Salesforce and online/mobile banking tools, and a collaborative, self-starting approach.

Qualifications

• Minimum 5 years customer service/relationship manager experience in banking or financial services.
• Minimum 5 years’ experience in the financial services industry.
• Experience in cross-selling financial products.
• Self-starter – must be able to work alone as well as in a team/collaborative environment.
• Proven working experience as a customer service relationship manager.
• Experience in providing customer service support for commercial and consumer clients.
• Computer proficient - working knowledge of customer service software, databases and tools.
• Awareness of industry’s latest technology trends and applications.
• Ability to think strategically and to lead customers.
• Strong client-facing (verbal and written communication) skills.
• Relationship management skills and experience while managing transactions, risk management, compliance, and account opening.

Responsibilities

• Respond to and resolve client inquiries through digital channels.
• Build and maintain strong client relationships and provide tailored solutions.
• Monitor and analyze client feedback to improve digital customer experience and retention.

Skills

Customer service

Relationship management

Banking experience

Cross-selling

Team collaboration

Self-starter

Communication (verbal & written)

Client-facing

Strategic thinking

Attention to detail

Tools

Salesforce

MS Office

FIS IBS

Q2 Online Banking

Online banking apps

AI tools familiarity

Job description

Customers Bank seeks a Digital Client Relationship Manager to engage with clients through digital channels, resolve inquiries, and tailor solutions. This role emphasizes building strong relationships, monitoring feedback, and driving retention in a fast-paced financial services environment.

Ideal candidates bring 5+ years in customer service and banking, proficiency with Salesforce and online/mobile banking tools, and a collaborative, self-starting approach.