Associate Client Manager

Role Summary:

Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM’s will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.

Key Skills:

• Customer service – being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
• Communication – strong verbal and written skills
• Multi-tasking - staying on top of multiple priorities with varying deadlines.
• Process orientation – being able to adhere to the bank’s policies and processes for task completion.
• Being proactive – taking initiative and responsibility to resolve client problems under limited supervision.

Technology Strengths:

• Microsoft Outlook: primary communication method for internal and external clients
• Microsoft Word: drafting customer correspondence or memos
• Microsoft Excel: creating or updating client statements.
• Salesforce and nCino knowledge are a plus.

Must-Haves:

• At least 6 years banking experience – preferably in a business/commercial banking or private client setting
• A “can-do” attitude
• The desire to learn and grow in a fast-moving organization.
• The ability to occasionally travel to different work locations and client locations.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.