CSI

Relationship Manager – Banking

CSI

full-time

Posted on:

Location Type: Remote

Location: Remote • Louisiana • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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
Soft skills
relationship buildingcommunicationcollaborationproblem-solvingcustomer serviceaccountabilityadaptabilityproactive approachorganizational skillsleadership
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