Enterprise Banking Relationship Manager

About the role

Drive Customer Success. Build Trusted Partnerships. Create Lasting Impact.

Responsibilities

• 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.
• Maintain 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.
• Strong ability to build trust and influence decision-makers.
• Exceptional communication, presentation, and interpersonal skills.
• Prior proven problem-solving and negotiation abilities.
• Strong organizational skills with excellent attention to detail.
• Able to manage multiple priorities and stakeholders simultaneously.

Preferred Experience

• Knowledge of banking technology platforms, software solutions, or financial services products.
• Experience identifying growth opportunities and supporting revenue retention initiatives.