Customers Bank yra finansų įstaiga, teikianti bankininkystės produktus mažosioms įmonėms, privatiems asmenims ir verslo klientams, įskaitant atsiskaitomąsias sąskaitas, grynųjų pinigų valdymo priemones, paskolas ir specializuotus finansinius sprendimus. Banko veikla apima tokias sritis kaip nekilnojamojo turto finansavimas, rizikos kapitalo įmonių bankininkystė, alternatyviosios energetikos finansavimas ir sveikatos priežiūros finansavimas, taip pat sveikatos priežiūros, statybos ir logistikos sektorius.
2009 m. įkurtas Customers Bank finansinių paslaugų kompetenciją derina su technologijomis grindžiamomis bankininkystės priemonėmis ir atsidavusia komanda. Bankas taip pat remia bendruomenines iniciatyvas, įskaitant atsinaujinančiosios energijos projektus ir įperkamo būsto plėtrą, taip prisidėdamas prie platesnio klientų ir vietos bendruomenių aptarnavimo.
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.
Aprašymas
- 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.
Reikalavimai
- 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.
Privalumai
- 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.