Offer summary

Qualifications:

Minimum of 6 years experience in banking operations or customer relationship within the financial industry, Ability to travel up to 25% to client locations.

Key responsabilities:

Act as a key contact for all customer issues and build long-term relationships with customers

Report findings and manage issue resolution for new and existing clients

Job description

We are seeking a Senior Customer Relationship Manager to join our Firstup CRM Team. In this position, you will be managing business relationships with all banking customers using Firstup's core solutions and Core Director. You will serve as a single point of contact to resolve complex issues and work on a variety of diverse projects. You will use excellent judgment to select techniques and evaluate criteria for obtaining solutions. This team works with multiple departments within Firstup to help facilitate effective communication with our customers and organizational support. This position will travel up to 25% of the time to client sites to better strengthen the Firstup Client Relationship and to understand the culture of the financial institution. This position can be worked remotely, but will be supporting clients in the Eastern and Central time zones and must be able to work accordingly.

What youll be responsible for:

As the "single point of contact" for each assigned customer, assists with the research and resolution of all matters, for all applicable products and services.
Builds and maintains close working relationships with all levels of customer staff and management to ensure the long-term viability of the relationship.
Maintains a high degree of communication with the management of each customer, including regularly scheduled conference calls and/or onsite, face-to-face visits. Assists with research and resolution of identified issues and reports pertinent findings to JHA management in the defined method.
Tracks and manages the resolution of all issues for new customers, as well as, post-release issues for existing customers.
May perform other job duties as assigned.

What youll need to have:

Must have a minimum of 6 years of banking operations experience or customer relationship experience within the banking or financial industry.
Must be able to travel 25% of the time to assigned clients.

What would be nice for you to have:

Bachelor's degree.
Experience with JHA products and services.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We're eager to meet motivated people who align with Firstup's mission and can contribute to our company in a variety of ways.

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