Relationship Manager - Banking

Job Description:

Relationship Manager - Banking

Remote position with 25-50% travel across US

Job Summary
Relationship Managers are the heart and soul of our customer connections, building and expanding strategic relationships. They serve as the primary liaison between CSI and our customers, dedicated to providing exceptional service that leads to high customer satisfaction and contract renewals. Representing the full range of our products and services, they ensure that our customers' needs and expectations are met with excellence.
Key Responsibilities
• 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.
Primary Results Accountable for Achieving
• High NPS score.
• Familiarize the customer with new and existing products/services.
• Provide a conduit to the product, sales, and support teams to assist customers in achieving their goals and achieve
• Alignment of customer expectations with CSI to build trust and rapport that yields a stronger relationship.
• 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.
Job 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 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.
Work Environment
Travel: Some travel required (25‐50%).

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its nearly 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com 

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.