Enterprise Banking Relationship Manager

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🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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CSI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Serve as the primary point of contact for a portfolio of customer accounts. • Build and strengthen long-term relationships with key stakeholders at financial institutions. • Ensure customers receive exceptional service and support throughout their partnership with CSI. • Partner with internal teams to resolve issues, address concerns, and deliver positive outcomes. • Conduct strategic business reviews and maintain regular communication with clients. • Identify opportunities to expand customer value through additional CSI products and solutions. • Participate in cross-sell initiatives and contribute to business retention and growth objectives. • Monitor customer satisfaction and work proactively to improve the overall client experience. • Keep customers informed about product enhancements, new offerings, and industry trends. • Contribute to pipeline development, contract renewals, and customer advocacy initiatives.

🎯 Requirements

• Bachelor's degree or equivalent combination of education and experience. • 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role. • Must have experience working within banking, fintech, SaaS, or a related technology-driven industry. • Strong ability to build trust and influence decision-makers. • Exceptional communication, presentation, and interpersonal skills. • Proven problem-solving and negotiation abilities. • Strong organizational skills with excellent attention to detail. • Ability to manage multiple priorities and stakeholders simultaneously.

🏖️ Benefits

• Comprehensive range of benefits • Eligible for incentive awards based on individual and business performance