Digital Client Relationship Manager
customers bankPortland (ME)
Digital Client Relationship Manager
Posted 3 days ago
customers bankPortland (ME)
SENIORITY
Senior
About the role
Overview:
In this role you will leverage digital channels to connect with clients, respond to inquiries, and resolve issues while strengthening relationships. You will monitor client feedback to enhance the digital customer experience and drive retention. You will tailor solutions for commercial and consumer clients and collaborate with cross-functional teams to meet evolving needs. You will operate in a fast-paced banking environment, using leading technologies to support growth and innovation. This remote-friendly role aligns with Customers Bank's mission to deliver personalized service and memorable experiences.
Responsibilities:
- Respond to and resolve client inquiries and issues
- Build and maintain strong client relationships
- Provide personalized, tailored solutions to clients
- Monitor and analyze client feedback and behavior to improve digital CX and increase retention
Key requirements:
- Minimum 5 years customer service/relationship manager experience
- Minimum 5 years' experience in the financial services industry
- Experience in cross-selling financial products
- Self-starter capable of working independently and in a team
- Proven customer service relationship manager experience
- Experience providing customer service for commercial and consumer clients
- Computer proficiency with customer service software, databases and tools
- Awareness of industry technology trends and applications
- Ability to think strategically and lead customers
- Strong client-facing verbal and written communication
- Relationship management experience with transactions, risk, compliance, and account opening
Self-motivation
Team collaboration
Strong verbal and written communicationMS Office applications
Salesforce literacyFIS IBS and Q2 online banking experience
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.