Strategic Banking Relationship Leader

Atlantic Community Bankers Bank; Cherry Hill Township (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(K) with employer match

Generous PTO

Tuition reimbursement

Job summary

Atlantic Community Bankers Bank is seeking a Client Relationship Advisor to manage and grow a Mid-Atlantic client portfolio, acting as a trusted advisor and expanding product usage. You will collaborate with Sales, Client Care, Operations, and Onboarding teams to enhance client experiences.

Regular travel across the Mid-Atlantic region is required for onsite meetings, relationship reviews, and industry events. Strong communication and strategic relationship skills are essential for success.

Qualifications

• 3+ years in relationship management, sales, or related financial services role.
• Bachelor's degree required; equivalent experience may be considered.
• Strong ability to identify growth opportunities and manage client portfolios.

Responsibilities

• Portfolio Business Development & Sales Execution: grow the assigned portfolio, present solutions, manage Salesforce data, prepare proposals.
• Client Engagement, Relationship Management & Retention: act as primary RM, build relationships, conduct strategic executive conversations, drive retention and growth, travel regionally.
• Client Onboarding & Post-Sale Support: coordinate onboarding, ensure smooth implementation, monitor progress, collaborate across departments to ensure client satisfaction.

Skills

Relationship-building

Client engagement

Business development

Sales

Presentation skills

Negotiation

Portfolio management

Education

Bachelor's degree in Business Administration, Finance, Marketing, or related field

Tools

Salesforce

Job description

Atlantic Community Bankers Bank is seeking a Client Relationship Advisor to manage and grow a Mid-Atlantic client portfolio, acting as a trusted advisor and expanding product usage. You will collaborate with Sales, Client Care, Operations, and Onboarding teams to enhance client experiences.

Regular travel across the Mid-Atlantic region is required for onsite meetings, relationship reviews, and industry events. Strong communication and strategic relationship skills are essential for success.