VP/Client Relationship Manager

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

Responsibilities

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 regarding updates, gathering feedback, and ensuring they’re deriving value from our offerings in a timely and professional manner

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

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

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

Negotiate terms and pricing with clients to create 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

Develop and execute strategies to retain clients, expand 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 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

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

Bonus program

Profit-sharing

Discounted stock purchase program

Excellent growth and development opportunities

And much more!

Pay Range (Salary)
$95,000.00 - $100,000.00/year

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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