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Client Relationship Manager
2 months ago
The Client Relationship Manager is responsible for leading a specialized team that handles various administrative functions associated with new client onboarding, account upkeep, conducting account inquiries, ensuring adherence to regulatory standards, and providing customer assistance.
Formulates and executes effective workflows and protocols to optimize new client onboarding, account maintenance, addressing client inquiries, and customer service operations.
Oversees the execution of non-monetary tasks to guarantee precision and timely completion.
Offers training, direction, and support to team members to ensure that operations are securely managed and comply with banking regulations and policies.
Acts as a point of escalation for intricate account-related challenges and client inquiries, ensuring prompt and effective resolutions.
Evaluates team performance through regular feedback and the formal performance review process to ensure the delivery of outstanding services, while fostering engagement, motivation, and development within the team.
Educational Requirements
Bachelor's Degree Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements:
Sedentary Work
Career Level
8PL
Preferred Qualifications
7+ years of demonstrated leadership experience, with a proven track record in effectively managing teams and driving operational excellence.
Hybrid work arrangement allows for a minimum of four days in the office, with one flexible remote workday.
Company Summary
EverBank delivers comprehensive banking services to both consumer and commercial clients through various channels, including online and mobile platforms, as well as its financial centers.
EverBank is dedicated to the well-being of its employees, offering a comprehensive Total Rewards package that aligns with the position and job-related qualifications, skills, and knowledge. The organization strives to provide competitive wages that reflect prevailing rates in our industry and geographic area.
