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CLIENT MANAGER

3 months ago

Dallas, United States MapleMark Bank Full time
Job DescriptionJob Description

The Client Manager will have a vital role in the success of the Specialty Services client experience by managing onboarding and continued client relationship management.

Essential Job Functions

  • Responsible for a portfolio of clients with complex treasury needs including onboarding, advancing, and managing the client relationship, and driving a positive client experience
  • Serves as the client’s primary contact to assist with account and treasury product needs
  • Responsible for meeting with potential new clients alongside Sales team to assess and analyze the client’s needs as it relates to accounts, products, and services
  • Responsible for coordinating client demos, due diligence, account opening, treasury implementation and client training
  • Responsible for quickly and accurately identifying and escalating issues before they become critical to the client or the bank
  • Responsible for submitting requests related to the maintenance of treasury products
  • Demonstrates a mastery of basic account opening and maintenance with complex documentation
  • Responsible for expanding client usage and features of existing products, managing and reporting outcomes, and building the highest level of customer experience
  • Responsible for hands-on resolution of client issues and daily client needs
  • Acts as a central communication hub for client issues to Treasury Sales, Treasury Services, One Operations, vendors, and other interested parties
  • Responsible for completing periodic reporting to internal partners
  • Responsible for building strong working relationships with clients and team members/internal partners
  • Collaborate with internal teams to develop customized solutions that meet client objectives and deliver exceptional value
  • Participates in design, implementation, and execution of client management processes within the Specialty Services group
  • Special projects set forth by management
  • Lead/participate in special projects as needed

Preferred Qualifications

  • Treasury Client Management and/or Sales experience of 5+ years required
  • Prior banking experience of 5+ years required
  • Strong account opening and documentation experience required
  • Proven treasury product knowledge related to implementation and support required
  • Ensure the bank’s KYC and CIP standards are met
  • Bachelor’s degree preferred
  • Project Management experience preferred
  • Strong oral presentation and written communication skills
  • Detail oriented with a strong bias for action and ability to proactively recognize and resolve issues
  • Ability to multitask, prioritize, and manage time effectively
  • Desire to suggest new approaches to existing procedures within established options to gain efficiencies in department tasks
  • Demonstrated strong organizational, problem solving, resolution and decision-making skills
  • Experience of delivering results through a matrix organization and influencing without direct authority
  • Excellent relationship management skills - experience of managing relationships across a variety of internal cross functional departments and externally with vendors and clients
  • Ability to facilitate with Subject Matter Experts and document detailed process flows
  • Ability to interpret and act on information furnished in written, oral, or diagram form
  • Proven experience working in a team environment and independently under minimal supervision
  • Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision
  • Ability to obtain, analyze and synthesize information as well as multi-task under pressure

Supervisory Responsibilities

  • None

Bank Culture/Customer Service Skills

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve internal customers in a manner that will reflect superior customer relations and enhance the overall efficiency and effectiveness of the Bank.

Physical Demands

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment

The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. The Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion.

MapleMark Bank is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free worker environment