Enterprise Banking Relationship Manager

Job Description:

Job Summary

Relationship Managers maintain and expand relationships strategically with customers and serving as the primary liaison between CSI and the customers.  They constantly strive to achieve excellence in customer service that leads to high customer satisfaction, contract renewals, representing the entire range of company products and services, while ensuring assigned customers’ needs and expectations are met by CSI.   

Key Responsibilities

• Fosters and grows relationships with multiple customers. 

• Typically supports a single line of business and/or understands a primary application. 

• Demonstrates a general understanding of CSI products and/or service offerings. 

• Establishes and maintains productive, professional relationships with key personnel in assigned customer accounts; ensures assigned customers’ needs and expectations are met; serves as a point of escalation for unresolved issues. 

• Contributes to and works to ensure business retention, pipeline generation, and the receipt of "Would Recommend CSI" surveys. 

• Participates and/or leads in the cross‐sale process and pipeline generation. 

• Performs various sales and relationship activities to meet assigned targets for retention; builds productive pipelines; produces profitable sales volume; and contributes to the achievement of strategic objectives. 

• Participates in consultative selling by staying in constant communication with the client to proactively understand their needs, goals, and direction. 

• Evaluates the usage of all CSI products with each assigned client and presents additional CSI products and value‐add solutions as appropriate; keeps clients abreast of product offerings through CSI marketing efforts, product notifications and webinars. 

• Perform other duties as assigned. 

Primary Results Accountable for Achieving

• High NPS score. 

• Familiarize the customer with new and existing products/services. 

• Provide a conduit to the product, sales, and support teams to assist customer in achieving their goals and achieve 

• Address customer concerns and issues. 

• Alignment of customer expectations with CSI to build trust and rapport that yields a stronger relationship. 

• Produces customer satisfaction, appreciation, and loyalty to strengthen relationships. 

• Responsible for all interaction between CSI and the customers. This includes bill collection, customer service, cross sales, and management reporting. Ultimate accountability is excellent customer satisfaction. 
   

Job Requirements

• Education or job knowledge equivalent to college or university undergraduate education. 

• The minimum amount of relevant work experience required to successfully perform the job is at least three (3) years. 

• Strong customer relationships skills (sales, account management, customer relationship).

• Must have experience in banking or fintech (Saas or related)

• Collaboration skills 

• Problem solving skills 

• Negotiation skills 

• Business acumen 

• Follow‐through and attention to detail 

• High organizational management skills 

• Mathematical skills 

• Communication skills – both written and verbal and listening skills 

• Reasoning and analytical skills

Work Environment

Travel: 40-50% 

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com 

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.