Remote Digital Client Relationship Manager

Customers Bank

Oregon

Hybrid

USD 70,000 - 110,000

Full time

5 days ago
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Job summary

Customers Bank is seeking a Digital Client Relationship Manager to engage with clients through digital channels, resolve inquiries, and deliver personalized solutions. This role focuses on building strong relationships, driving client satisfaction, and leveraging technology to enhance the digital banking experience.

You will monitor client feedback, analyze behavior, and collaborate with teams to improve retention and loyalty while operating within the bank's regulatory and service standards.

Qualifications

  • Minimum 5 years in customer service/relationship management
  • Minimum 5 years in financial services industry
  • Experience in cross-selling financial products
  • Self-starter able to work independently or in a team
  • Proven working experience in customer service relationship management
  • Experience supporting commercial and consumer clients
  • Computer literacy with CRM/software/database knowledge
  • Awareness of latest banking tech trends and applications
  • Ability to think strategically and lead customers
  • Strong client-facing (verbal and written) skills
  • Relationship management with risk, compliance, and account opening processes

Responsibilities

  • Respond to and resolve client inquiries and issues
  • Build and maintain strong client relationships
  • Provide personalized and tailored solutions to clients
  • Monitor and analyze client feedback to improve digital experience and retention

Skills

Client relationship management
Customer service
Cross-selling
Communication skills
Strategic thinking
Team collaboration
Verbal and written communication

Tools

Salesforce
MS Office
FIS IBS
Q2 Online Banking
AI tools

Job description

Customers Bank is seeking a Digital Client Relationship Manager to engage with clients through digital channels, resolve inquiries, and deliver personalized solutions. This role focuses on building strong relationships, driving client satisfaction, and leveraging technology to enhance the digital banking experience.

You will monitor client feedback, analyze behavior, and collaborate with teams to improve retention and loyalty while operating within the bank's regulatory and service standards.

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