Banking Relationship Manager Professional

1 day ago


New York, New York, United States Insight Global Full time

About the Role

This position supports the Operations group in serving our commercial clients. The Financial Client Experience Expert will be responsible for managing a portfolio of clients, providing exceptional customer service, and ensuring that all client needs are met.

The ideal candidate will have a passion for understanding banking operations and systems, as well as a desire to build strong relationships with clients. They will be knowledgeable about the banking capabilities and technologies available to our clients, and will be able to use this knowledge to anticipate and meet their financial needs.

Our estimated salary range is between $65,000-$85,000 per year. In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

Responsibilities

  • Manage a portfolio of commercial clients, providing exceptional customer service and ensuring that all client needs are met
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Stay up-to-date on banking operations and systems, using this knowledge to anticipate and meet client needs
  • Collaborate with internal teams to ensure seamless delivery of banking services to clients
  • Ensure compliance with all relevant banking regulations and policies


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