Customers Bank एक वित्तीय संस्था है, जो छोटे व्यवसायों, व्यक्तियों और वाणिज्यिक ग्राहकों को चेकिंग खाते, नकदी प्रबंधन उपकरण, ऋण तथा विशेष वित्तीय समाधानों सहित बैंकिंग उत्पाद उपलब्ध कराती है। इसकी सेवाओं में रियल एस्टेट वित्तपोषण, वेंचर बैंकिंग, वैकल्पिक ऊर्जा वित्तपोषण और स्वास्थ्य सेवा वित्तपोषण जैसे क्षेत्र शामिल हैं। इसके अलावा, स्वास्थ्य सेवा, निर्माण और लॉजिस्टिक्स जैसे क्षेत्रों के लिए भी इसकी सेवाएँ प्रासंगिक हैं।
2009 में स्थापित Customers Bank वित्तीय सेवाओं की विशेषज्ञता को प्रौद्योगिकी-केंद्रित बैंकिंग उपकरणों और एक समर्पित टीम के साथ जोड़ता है। बैंक अपने ग्राहकों और स्थानीय समुदायों की सेवा करने के व्यापक दृष्टिकोण के तहत नवीकरणीय ऊर्जा परियोजनाओं और किफायती आवास सहित समुदाय-केंद्रित पहलों का भी समर्थन करता है।
Digital Assets Client Relationship Manager
Manage client relationships for Customers Bank’s Digital Asset group, resolving inquiries and providing tailored support. Work with clients through onboarding, account maintenance, expansion, and potential closure.
विवरण
- Handle and resolve inquiries and issues from Digital Asset clients.
- Build and maintain strong client relationships.
- Offer solutions tailored to each client’s needs.
- Analyze client feedback and behavior to improve the digital experience and support retention and loyalty.
- Act as a key contact for Digital Asset clients, including those assigned directly to you.
- Support clients and, where applicable, prospects throughout onboarding, ongoing maintenance, expansion, and possible closure.
- Help develop the Digital Asset group’s talent pipeline, with a potential path toward Relationship Manager roles.
आवश्यकताएँ
- Be legally eligible to work in the United States without sponsorship, now or in the future.
- Have at least five years of customer service or relationship management experience.
- Have at least five years of financial services industry experience.
- Have experience cross-selling financial products.
- Be able to work independently and collaboratively as part of a team.
- Bring demonstrated experience in customer service or relationship management.
- Be proficient with computers, including customer service software, databases, and related tools.
- Stay aware of current technology trends and applications in the industry.
- Be able to think strategically and guide customers.
- Communicate effectively with clients, verbally and in writing.
- Have relationship management experience involving transactions, risk management, compliance, and account opening.
- Be proficient with Microsoft Office applications.
- Have working knowledge of Salesforce.
- Be computer literate and familiar with online and mobile banking applications.
- Be familiar with AI and automation tools used to improve productivity, workflow efficiency, and client engagement.
- Experience with FIS IBS and Q2 online banking is preferred.
लाभ
- Individual development plans.
- Reasonable accommodations are available for qualified individuals with disabilities.
- The employer states a commitment to equal opportunity and diversity, equity, and inclusion.