Sr. Client Manager, Middle Market

General Location:

Plymouth Meeting, PA, Cleveland, OH, or Albany, NY, Plymouth Meeting, PA highly preferred. Covering the Eastern Pennsylvania portfolio.

Essential Job Functions

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Maintain cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction.
• Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements.

Required Qualifications

• Bachelor's Degree or similar work experience.
• Minimum 3 years experience of banking or cash management experience.
• Demonstrated success in a customer service environment.
• Possess strong Analytical and data mining skills to determine appropriate client needs.
• Excellent verbal and written communication skills.
• Previous experience presenting to clients.
• Self-motivated and able to participate effectively in a highly collaborative work team.
• Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.
• Detail oriented and able to follow through.
• Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.

Preferred Qualifications

• Minimum 3 years experience in Commercial Banking and/or Cash Management experience.
• Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date

07/22/2026