Fosters and grow relationships with multiple existing customers, typically supporting a single line of business and/or understanding a primary application.
Ensure business retention, pipeline generation, and the receipt of "Would Recommend CSI" surveys through consultative selling, maintaining constant communication with the client to proactively understand their needs, goals, and direction.
Cross functionally collaborate with internal CSI partners to participate and/or leads in the cross‐sale process and pipeline generation.
Evaluates the usage of all CSI products with each assigned client and presents additional CSI products and value‐add solutions as appropriate; keeps clients abreast of product offerings through CSI marketing efforts, product notifications and webinars.
Perform other duties as assigned.
Responsible for all interaction between CSI and the customers. This includes bill collection, customer service, cross sales, and management reporting. Ultimate accountability is excellent customer satisfaction.
Requirements
Previous experience in BOTH the Fintech and Bank industry preferred
Banking as a Service, (BaaS) with a strong background in digital banking and understanding of API’s
Knowledge of Banking software preferably experienced with CSI, NuPoint Core
Strong customer advisement with the proven ability to enhance customers satisfaction and retention through consultative selling
Education or job knowledge is equivalent to college or university undergraduate education.
The minimum amount of relevant work experience required to successfully perform the job is at least three (3) years.
Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
Benefits
a competitive salary
eligibility for incentive awards based on both individual and business performance
a comprehensive range of benefits (see Benefits Summary)
(implicit) work from home option
(implicit) travel reimbursement or travel-related allowances (25-50% travel)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative sellingcustomer advisementpipeline generationcustomer satisfactiondigital bankingAPIBanking as a ServiceBanking softwareCSINuPoint Core