Premier Relationship Manager Job at MRISpokane, Vacaville, CA

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  • MRISpokane
  • Vacaville, CA

Job Description

Client Relationship Manager VP

Department: Client Relationship Development Location: Vacaville, CA

 

 

We’re looking for a Client Relationship Manager to join our team!

Responsibilities Include

  • Partner with clients to understand their business objectives and challenges; recommend appropriate financial solutions to meet their needs; build positive, long-term relationships
  • Serve as the point of contact for clients as it relates to providing updates, gathering feedback and ensuring they’re deriving value from our offerings, all in a timely and professional manner
  • Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients
  • Qualify leads based on established criteria and prioritize those with the highest potential; develop and act on a plan to reach out to them and schedule meeting to present the Bank
  • Collaborate with internal partners as needed to gain insights and information for proposal development
  • Negotiate terms and pricing with clients that creates a mutually beneficial banking relationship
  • Facilitate the closure of deals, ensuring all parties are aligned on terms
  • Monitor and analyze client performance metrics to track success and identify opportunities for improvement
  • Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank
  • Develop and execute strategies to retain clients, expand their engagement and drive revenue growth
  • Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas
  • Keep abreast of industry trends and market developments to offer valuable insights and recommendations to clients

What You’ll Need to be Successful

  • Customer Service – respond promptly to customer needs
  • Professionalism – treat others with respect and consideration regardless of their status or position
  • Service – promptly respond to requests for service and assistance; meet commitments made to customers and other employees
  • Initiative – strive to continuously build knowledge and skills and share expertise with others
  • Ambition – looks for, and takes advantage of, new opportunities
  • Collaboration – ability to work well with other departments and individuals
  • Impact – create a good first impression, commanding attention and respect, showing an air of confidence
  • Quality – commitment to excellence and high standards
  • Motivation – set and achieve challenging goals

Qualifications

  • Bachelor’s degree in business, marketing or related field, or equivalent experience (8 years) required
  • 5+ years of experience as a Client Relation Manager or similar role required
  • Proficiency using Profit Intel or similar CRM system preferred

Why You Should Apply

  • Full-time position with excellent compensation and benefits package
  • Generous time off programs
  • Bonus program
  • Profit-sharing
  • Discounted stock purchase program
  • Excellent growth and development opportunities
  • And much more!

Job Tags

Full time,

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