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VP/Client Relationship Manager

First Northern Bank of Dixon · Vacaville, CA, USA ·

Pay:
60.000 - 80.000
Job type:
Full Time

Career Opportunities with First Northern Bank of Dixon

A great place to work.

Careers At First Northern Bank of Dixon

Current job opportunities are posted here as they become available.

We’re looking for a Client Relationship Manager to join our team!

Responsibilities Include

Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships

Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they’re deriving value from our offerings, all in a timely and professional manner

Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients

Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank

Collaborate with internal partners as needed to gain insights and information for proposal development

Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship

Facilitate the closure of deals, ensuring all parties are aligned on terms

Monitor and analyze client performance metrics to track success and identify opportunities for improvement

Regularly assess clients through check‑ins to determine satisfaction, areas for improvement and opportunities for cross‑selling additional products and services to deepen the relationship with the Bank

Develop and execute strategies to retain clients, expand their engagement and drive revenue growth

Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas

Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients

What You’ll Need to be Successful

Customer Service

respond promptly to customer needs

Professionalism

treat others with respect and consideration regardless of their status or position

Service

promptly respond to requests for service and assistance; meet commitments made to customers and other employees

Initiative

strive to continuously build knowledge and skills and share expertise with others

Ambition

looks for, and takes advantage of, new opportunities

Collaboration

ability to work well with other departments and individuals

Impact

create a good first impression, commanding attention and respect, showing an air of confidence

Quality

commitment to excellence and high standards

Motivation

set and achieve challenging goals

Qualifications

Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required

5+ years of experience as a Client Relation Manager or similar role required

Proficiency using Profit Intel or similar CRM system preferred

Why You Should Apply

Full-time position with excellent compensation and benefits package

Generous time off programs

Profit‑sharing

Discounted stock purchase program

Excellent growth and development opportunities

And much more!

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all‑inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.

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