Client Relationship Manager III
Location
Maryland + 3 moreAll locations: Maryland, Massachusetts, Minnesota, Texas
Posted
50 days ago
Salary
$121.9K - $160.6K / year
Bachelor Degree8 yrs expEnglish
Job Description
• managing significant client relationships and ensuring excellent client service and delivery to the client base
• driving product efficiency projects and may lead other business-related projects
• working closely with new business development staff
• overseeing the day to day operations and reporting delivery to clients done with the client service associates
• providing feedback and working with the team leader to conduct annual reviews
• developing and maintaining relationships with Corporate Trust clients
• reviewing and accepting new client relationships based on business line account acceptance policies and procedures
• providing quality service based on client needs, wants, and expectations; aligning actions accordingly; remaining sensitive and responsive to both internal and external clients
• resolving problems quickly and effectively
• Identifying business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• coordinating the development and implementation of operational changes within the unit
• managing staff, hiring new staff, and/or training staff to successfully meet business objectives
• reviewing client reporting and working with clients and other interested parties on any issues or changes needed
• making sure clients are getting the required information at all times
Job Requirements
- 8+ years of related experience in Corporate Trust or similar field
- Bachelor's degree or equivalent experience required
- Previous leadership experience required
- Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services
- Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
- Advanced speaking and writing communication skills
- May require up to 25% travel
Benefits
- competitive salaries
- an ownership stake in the company
- medical and dental insurance
- time off
- a great 401k matching program
- tuition assistance program
- an employee volunteer program
- a wellness program
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