VP​/Client Relationship Manager

Overview

We’re looking for a Client Relationship Manager to join our team!

• Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
• Serve as the point of contact for clients regarding updates, gathering feedback, and ensuring they’re deriving value from our offerings in a timely and professional manner
• Identify potential clients, partners, and new target markets through networking, referrals, and research; use this information to take action to gain new clients
• Qualify leads based on established criteria and prioritize those with the highest potential; develop and execute a plan to reach out and schedule meetings to present the Bank
• Collaborate with internal partners as needed to gain insights and information for proposal development
• Negotiate terms and pricing with clients to create a mutually beneficial banking relationship
• Facilitate the closure of deals, ensuring all parties are aligned on terms
• Monitor and analyze client performance metrics to track success and identify opportunities for improvement
• Regularly assess clients through check-ins to determine satisfaction, areas for improvement, and opportunities for cross-selling additional products and services
• Develop and execute strategies to retain clients, expand engagement, and drive revenue growth
• Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
• Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients

• Customer service: respond promptly to customer needs
• Professionalism: treat others with respect and consideration regardless of status or position
• Service: promptly respond to requests for service and assistance; meet commitments made to customers and other employees
• Initiative: strive to continuously build knowledge and skills and share expertise with others
• Ambition: looks for, and takes advantage of, new opportunities
• Collaboration:
  
  ability to work well with other departments and individuals
• Impact: create a good first impression, commanding attention and respect
• Quality: commitment to excellence and high standards
• Motivation: set and achieve challenging goals

• Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required
• 5+ years of experience as a Client Relation Manager or similar role required
• Proficiency using Profit Intel or similar CRM system preferred

• Full-time position with excellent compensation and benefits package
• Generous time off programs
• Bonus program
• Profit-sharing
• Discounted stock purchase program
• Excellent growth and development opportunities
• And much more!

$95,000.00 - $/year

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.