Customers Bank is a financial institution serving small businesses, individuals, and commercial clients with banking products including checking accounts, cash management tools, lending, and specialized financial solutions. Its work spans areas such as real estate finance, venture banking, alternative energy financing, and healthcare finance, with additional relevance to sectors including healthcare, construction, and logistics.
Founded in 2009, Customers Bank combines financial services expertise with technology-focused banking tools and a dedicated team. The bank also supports community-oriented initiatives, including renewable energy projects and affordable housing, as part of its broader approach to serving customers and local communities.
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.
Description
- 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.
Requirements
- 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.
Benefits
- 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.