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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. 

  • Collaboration skills 

  • Listening 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 

  • Reasoning skills 

  • Analytical skills

Work Environment

Travel: Some travel required (20‐50%). 

Physical Demands: The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks 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 nearly 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.

For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

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.

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Enterprise Banking Relationship Manager, CSIWEB

If you're passionate about nurturing client relationships and driving business, then the role of Enterprise Banking Relationship Manager at Computer Services, Inc. (CSI) is just for you! As a remote position based in the USA, you'll be at the forefront of strategizing and cultivating lasting relationships with our clients, making sure their needs are met while spreading the word about our comprehensive range of banking products and services. In this role, you'll be the go-to person for your customers, ensuring they receive top-notch service and support. You'll be proficient in understanding our product offerings and customer needs, allowing you to proactively suggest solutions that will delight your clients. However, it's not just about sales — it's also about fostering trust and rapport, making sure our clients appreciate our services and feel valued. You'll be engaging with various stakeholders within our clients' organizations, ensuring smooth communication between them and CSI. Your creativity in recognizing cross-selling opportunities could play a key role in our mutual growth. If you're someone who thrives in a dynamic environment, possesses solid problem-solving and negotiation skills, and has a proven track record in relationship management, then we want to hear from you! Join us in empowering community and regional banks and help shape the future of banking with your expertise.

Frequently Asked Questions (FAQs) for Enterprise Banking Relationship Manager Role at CSIWEB
What responsibilities does an Enterprise Banking Relationship Manager at CSI have?

The Enterprise Banking Relationship Manager at Computer Services, Inc. (CSI) is responsible for maintaining and expanding client relationships, ensuring customer satisfaction, supporting a single line of business, and contributing to sales activities. This includes proactive engagement with clients to understand their needs, addressing customer concerns, and leading cross-selling processes to enhance business retention.

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What qualifications are required for the Enterprise Banking Relationship Manager position at CSI?

To qualify for the Enterprise Banking Relationship Manager role at Computer Services, Inc. (CSI), candidates should possess an education level equivalent to a college degree, alongside a minimum of three years of relevant work experience. Strong collaboration, communication, negotiation, and analytical skills are essential, along with a solid understanding of business strategies and customer relations.

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What skills are essential for an Enterprise Banking Relationship Manager at CSI?

Essential skills for the Enterprise Banking Relationship Manager position at Computer Services, Inc. (CSI) include strong listening, problem-solving, negotiation, and organizational management abilities. Candidates should also exhibit high-level communication skills, both written and verbal, as well as a keen attention to detail, business acumen, and analytical reasoning.

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How does the Enterprise Banking Relationship Manager contribute to CSI's business goals?

The Enterprise Banking Relationship Manager at Computer Services, Inc. (CSI) plays a vital role in achieving business goals by fostering client relationships that drive satisfaction and loyalty. This position involves managing cross-sales, generating new business pipelines, and ensuring that customers are aware of all available products and services, ultimately contributing to the company's retention and growth objectives.

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What is the work environment like for an Enterprise Banking Relationship Manager at CSI?

The work environment for an Enterprise Banking Relationship Manager at Computer Services, Inc. (CSI) is primarily remote, promoting flexibility. However, there may be some travel involved, ranging from 20-50%. The role involves close interaction with clients and internal teams, ensuring you contribute effectively to client satisfaction and long-term business success.

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Common Interview Questions for Enterprise Banking Relationship Manager
What strategies would you use to build rapport with your clients as an Enterprise Banking Relationship Manager?

To build rapport with clients, I would prioritize active listening, personalized communication, and regular check-ins to understand their unique needs. Establishing trust through transparency and consistently delivering on promises would also play a key role in nurturing strong relationships.

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How do you handle challenging client situations or disputes?

In challenging situations, I take a collaborative approach by remaining calm and listening to the client’s concerns. I focus on understanding their perspective and work actively to find a satisfactory resolution, ensuring follow-up to reaffirm their satisfaction and reinforce our commitment to client success.

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Can you describe an effective cross-selling strategy you've implemented in your previous role?

An effective cross-selling strategy I implemented involved conducting thorough needs assessments with clients during regular meetings. I leveraged product education and tailored recommendations based on their specific operational challenges, which not only increased sales but strengthened overall customer trust.

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What metrics do you use to measure the success of your client relationships?

I typically monitor metrics such as the Net Promoter Score (NPS), customer retention rates, the frequency of cross-sales, and overall customer satisfaction feedback. These metrics provide insight into relationship health and areas for improvement.

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How do you stay updated on the latest banking products and services offered by CSI?

To stay updated on the latest banking products and services at Computer Services, Inc. (CSI), I engage in continuous learning through webinars, internal product training sessions, and subscribing to industry newsletters to keep myself informed about market trends and company innovations.

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What role does feedback play in your interaction with clients?

Feedback is critical in my interactions with clients; it not only helps me gauge their satisfaction but also identifies areas where we can improve. I actively solicit feedback, ensuring that clients feel heard and valued, which fosters a continuous improvement cycle.

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How would you approach a situation where a client is dissatisfied with our service?

I would first listen carefully to the client's concerns without interruption, acknowledging their feelings. Then, I would work collaboratively to resolve the issues promptly and take proactive measures to prevent similar occurrences in the future, reinforcing our commitment to their satisfaction.

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Describe your experience with consultative selling.

My experience with consultative selling involves deeply understanding clients' unique needs and challenges, then offering tailored solutions from our product suite that effectively address those issues. This approach fosters strong client partnerships and drives our sales goals.

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What techniques do you use to ensure effective communication with clients?

I employ techniques like active listening, asking open-ended questions, and providing regular updates to keep communication clear and constructive. Tailoring my communication style to each client’s preferences also enhances mutual understanding.

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In your opinion, what makes a successful Enterprise Banking Relationship Manager?

A successful Enterprise Banking Relationship Manager is proactive, empathetic, and possesses strong analytical skills. They must be adaptable in their approach and committed to client satisfaction, ultimately aligning business goals with the needs of their clients.

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DATE POSTED
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