RELATIONSHIP MANAGER

4 weeks ago

Cincinnati, United States Computer Services Incorporated Full time
LOCATION: Ohio/Pennsylvania/West Virginia

This candidate must live in Ohio, Pennsylvania, or West Virginia.

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 & Certifications:

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

Experience:

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

Required Skills:
  • Banking / financial services experience
  • 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


RELATIONSHIP BUILDING

This position requires regular contact both inside and/or outside the company.

DECISION MAKING

This position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

SUPERVISION RECEIVED

Full Direction. Participates in determining objectives and approach to assignments. Plans, schedules, and arranges own activity. Work is reviewed upon completion for adequacy in meeting objectives.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

Physical Demands:

The employee is regularly required to stand, walk, sit, talk, and hear, use hands to finger, handle or feel, climb or balance, stoop, kneel, crouch or crawl, reach with hands or arms, taste or smell, lift or move up to 10 pounds, and travel by ground, air or vehicle. At times this position is heavily computer focused. Must be able to work at a computer for up to 8 hours a day.

Not For Albany County, NY, California, Colorado, Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

#LI-AJJ1

  • Client Relationship Manager

    5 days ago

    Cincinnati, United States Stifel Financial Full time

    The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for Pearl. Street Investment Management, in matters pertaining to the daily administration and fiduciary management of our c Relationship Manager, Client Relations, Relationship, Manager, Microsoft, Investment, Business Services

  • Business Relationship Manager

    3 weeks ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.About...

  • Business Relationship Manager

    4 weeks ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.Type Of...

  • Business Relationship Manager

    4 weeks ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.Type Of...

  • Business Relationship Manager

    1 week ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.About...

  • Business Relationship Manager

    3 weeks ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.About...

  • Preferred Relationship Manager

    1 month ago

    Cincinnati, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively...

  • Preferred Relationship Manager

    4 weeks ago

    Cincinnati, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively...

  • Relationship Manager

    1 month ago

    Cincinnati, United States Fidelity TalentSource LLC Full time

    Job Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...

  • Relationship Manager

    4 weeks ago

    Cincinnati, United States Fidelity TalentSource LLC Full time

    Job Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...

  • Customer Relationship Manager

    2 weeks ago

    Cincinnati, United States the trak group Full time

    Job DescriptionJob DescriptionCustomer Relationship ManagerJoin our client and be part of a dynamic team committed to excellence and employee well-being!Why you should work here:Join a trusted advisor in employee benefits consulting, retirement planning, wealth management, and life insurance since 1948.Benefit from a supportive and tight-knit leadership team...

  • Director, IT Client Relationship Management

    3 weeks ago

    Cincinnati, United States Ensemble Health Partners Full time

    Thank you for considering a career at Ensemble Health Partners! Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across...

  • Retirement Plan Relationship Manager

    3 weeks ago

    Cincinnati, United States the trak group Full time

    Job DescriptionJob DescriptionRetirement Plan Relationship ManagerElevate your career in a dynamic environment focused on client satisfaction and professional growth! Join our team and make a significant impact by leveraging your expertise to provide exceptional client support and drive growth in our retirement plan services. Apply today!Why you should work...

  • Retirement Plan Relationship Manager

    3 weeks ago

    Cincinnati, United States the trak group Full time

    Job DescriptionJob DescriptionRetirement Plan Relationship ManagerElevate your career in a dynamic environment focused on client satisfaction and professional growth! Join our team and make a significant impact by leveraging your expertise to provide exceptional client support and drive growth in our retirement plan services. Apply today!Why you should work...

  • BUSINESS BANKING RELATIONSHIP MANAGER

    2 weeks ago

    Cincinnati, United States Stock Yards Bank and Trust Full time

    Job DescriptionJob DescriptionAs a Business Banking Relationship Manager, your day will be filled with opportunities to build relationships with potential and existing Business Banking customers and serve these customers in a highly consultative, needs-based manner. Experience in a banking relationship manager related role is important while Stock Yards Bank...

  • Client Relationship Manager

    1 month ago

    Cincinnati, United States Cognizant Technology Solutions Full time

    Description Client Relationship Manager-Insurance Location: Cincinnati, Ohio About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using...

  • Client Relationship Manager

    4 weeks ago

    Cincinnati, United States Cognizant Technology Solutions Full time

    Description Client Relationship Manager-Insurance Location: Cincinnati, Ohio About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using...

  • Customer Relationship Associate

    2 weeks ago

    Cincinnati, United States Benchmark Digital Partners LLC Full time

    Customer Relationship Associate Full Time Cincinnati, OH Innovate with Benchmark Gensuite as a Customer Relationship Associate Everyone wants to make the world a better place. We work to make it happen. By joining Benchmark Gensuite and exploring careers in the EHS, Sustainability, and ESG Disclosure Reporting space, youll be helping customers throughout...

  • Business Relationship Manager Senior Government Not-for-Profit

    4 weeks ago

    Cincinnati, United States JPMorgan Chase Bank, N.A. Full time

    If you are customer focused, enjoy building relationships, and providing financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business Relationship Manager (BRM) Senior Government Not-for-Profit in Business Banking, you'll manage existing client relationships...

  • Lead Relationship Banker

    2 weeks ago

    Cincinnati, United States LCNB National Bank Full time

    Position DescriptionLead Relationship BankerIdentifying Information: Department: Branch Operations Reports To: Branch Manager Location: Branch Status: Full-Time Hourly Non-Exempt Bank Operation Hours: M-Th 8:15-5:15, Friday 8:15-6:15, Saturday 8:15-1:15 Position Purpose: Provides superior and quality service to our customers. This position requires a broad...