Client Relationship Advisor

🔥 2 minutes ago

🏖️ New Jersey, New York, +1 more states – Remote

🏖️ New Jersey – Remote 🗽 New York – Remote 🦀 Maryland – Remote

💵 $90k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Atlantic Community Bankers Bank ( ACBB )

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💼 Consulting

💳 Fintech

Banking • Consulting • Fintech

Atlantic Community Bankers Bank (ACBB) is a financial institution that specializes in correspondent banking, community banking, lending and participations, international services, consulting and advisory services, and treasury management. ACBB empowers financial institutions by providing innovative solutions that enhance performance, deliver competitive advantages, and offer cost savings through the use of integrated payments, technology, and advisory services. The bank is committed to supporting its clients by attracting, retaining, and growing their customer base with a comprehensive suite of services tailored to their needs.

📋 Description

• Manage and grow an assigned portfolio by identifying opportunities to expand ACBB products and services • Develop and present solutions that address client needs and demonstrate ACBB's value proposition • Manage sales pipeline activity and maintain accurate client and opportunity information within Salesforce • Prepare proposals, presentations, and other materials to support business development efforts • Support the sales process from initial opportunity through implementation and ongoing relationship management • Serve as the primary relationship manager for an assigned portfolio of community bank clients throughout the assigned territory • Build and maintain strong relationships through proactive engagement and exceptional service • Conduct strategic conversations with executive and senior-level client contacts to understand business needs and objectives • Drive client retention and long-term relationship growth through regular communication and relationship reviews • Travel throughout the New England region to meet with clients and strengthen partnership opportunities • Partner with Onboarding and internal teams to ensure a seamless client implementation experience • Communicate client requirements, facilitate issue resolution, and support project milestones • Monitor onboarding progress, identify potential challenges, and coordinate timely follow-up activities • Collaborate across departments to deliver an exceptional client experience and ensure client satisfaction

🎯 Requirements

• Minimum 3 years of experience in relationship management, sales, business development, account management, treasury management, correspondent banking, or a related financial services role • Demonstrated success in building client relationships, identifying growth opportunities, and managing client portfolios • Bachelor's degree in Business Administration, Finance, Marketing, or a related field required; equivalent combinations of education, professional training, and directly related experience may be considered • Strong relationship-building and client engagement skills • Proven business development and consultative sales abilities • Excellent presentation, communication, and negotiation skills • Experience managing client portfolios and CRM systems, preferably Salesforce • Knowledge of banking products, financial services, and relationship management strategies • Strong organizational and portfolio management skills • Ability to identify client needs and recommend strategic solutions • Self-motivated with the ability to work independently in a remote environment • Strong collaboration and problem-solving skills • Ability and willingness to travel regularly throughout Mid-Atlantic region, including occasional overnight travel • ACBB does not sponsor employment visas and is unable to provide immigration-related sponsorship now or in the future

🏖️ Benefits

• Competitive compensation package • Comprehensive benefits package • 401(K) with employer match • Generous Paid Time Off (PTO) policy • Tuition reimbursement • Birthday holiday and additional unique benefits • Employee Assistance Program • Performance bonus opportunities