Customers Bank je finančna institucija, ki malim podjetjem, posameznikom in poslovnim strankam ponuja bančne produkte, vključno s transakcijskimi računi, orodji za upravljanje denarnih sredstev, posojili in specializiranimi finančnimi rešitvami. Njeno delo zajema področja, kot so financiranje nepremičnin, bančništvo za zagonska podjetja, financiranje alternativne energije in financiranje zdravstva, dodatno pa je povezano tudi s sektorji, kot so zdravstvo, gradbeništvo in logistika.
Customers Bank, ustanovljena leta 2009, združuje strokovno znanje na področju finančnih storitev s tehnološko usmerjenimi bančnimi orodji in predano ekipo. Banka podpira tudi pobude, usmerjene v skupnost, vključno s projekti na področju obnovljivih virov energije in cenovno dostopnih stanovanj, kot del širšega pristopa k podpori strankam in lokalnim skupnostim.
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.
Opis
- 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.
Zahteve
- 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.
Ugodnosti
- 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.