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 Client Relationship Manager at Customers Bank
Resolve client concerns and strengthen relationships at Customers Bank, a super-community bank. Help improve digital banking experiences, retention, and loyalty with personalized service.
Description
- Resolve client inquiries and address service issues.
- Build lasting relationships with clients.
- Tailor solutions to each client's needs.
- Review client feedback and behavior to identify insights.
- Enhance the digital banking experience.
- Support stronger client retention and loyalty.
- Maintain digital channels used to communicate with clients.
- Oversee transactions, risk controls, compliance, and account opening.
Requirements
- Be legally authorized to work in the United States without current or future sponsorship.
- Have at least five years of customer service or relationship management experience.
- Bring at least five years of experience in financial services.
- Have experience cross-selling financial products.
- Have a track record in customer service relationship management.
- Have supported commercial and consumer clients in a customer service role.
- Be comfortable using computers and customer service software, databases, and tools.
- Stay aware of emerging financial technology and its applications.
- Be able to think strategically and guide customers.
- Communicate clearly with clients in writing and conversation.
- Have managed relationships alongside transactions, risk management, compliance, and account opening.
- Know how to use Microsoft Office applications.
- Be familiar with Salesforce.
- Know computer systems and online and mobile banking applications.
- Have familiarity with AI and automation tools for productivity, efficient workflows, and client engagement.
- Work effectively both independently and collaboratively.
- Experience with FIS IBS and Q2 online banking is preferred.
Benefits
- Individual development plans.
- Reasonable accommodations are available to qualified people with disabilities.
- The employer supports equal opportunity and diversity, equity, and inclusion.