Client Relationship Manager Team Leader Jobs

Experienced presentation, meeting management, and communication skills.

Strong revenue management and overall financial acuity

5 - 10 years of client-facing, institutional experience required. Previous advisor/consultant relations experience is desirable.

Strong negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing

Confirmed leadership, coaching, and career developments skills with a tenured team of professionals

The role requires extensive travel throughout the assigned territory.

4 years of management or supervisory experience

Knowledge of population health management highly desirable

Ensure a highly functioning team to include talent management and development and team building

Experience working and managing remote team members

Experience in insurance, benefits or healthcare highly preferred

Experience in developing executive level customer relationships including negotiation, presentation and polished communication skills

Ability to complete assignments and responsibilities designated by Bank's management.

Successfully oversee the team's loan asset quality, business developments, and product promotions to achieve the management business objective.

Set up the annual goals for each team member based on business management objectives.

7-10 years related experience in wholesale banking and as a relationship manager

Prepare credit authorization sheet & related credit analysis for all new loans according to the Banks requirements.

Strong communications skills, in written and verbal form

Knowledge of and practical experience with general ledger systems including partnership accounting

Knowledge of the broader depositary requirements for alternative funds (e.g., oversight duties)

Review and discuss issues requiring escalation with Sr. Management

Work closely with Client Service Managers to stay abreast of client goals and identify opportunities to expand client relationships

Knowledge of alternative funds (e.g., real estate, private equity, debt funds) structures

Knowledge is required of consolidations, group structures and consolidation systems

Requires strong management skills to include planning, budgeting, and people management.

Will manage staff, hire new staff, and/or train staff to successfully meet business objectives.

Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations.

Knowledge of corporate trust and investment instruments.

Excellent interpersonal and problem-solving skills as well as superior written and verbal communications.

Bachelor’s degree, or equivalent work experience

Excellent time management skills; you thrive in a fast-paced, sometimes ambiguous environment

Customer relationship management: 3 years (Required)

Work with the CS Manager to evolve process and procedures

Identify trends through logging and tagging issues; develop and maintain Support knowledge resources to keep procedures current.

4+ years experience in a technical or software-based customer support position (email, phone, chat or live)

Excellent written and verbal communication skills

Responsible for project management and implementation plans across client for new scope/ capabilities

3 to 5+ years of project/ program management experience

3 to 5+ years of direct client management experience, preferably with large clients, better with large multi-national clients

Industry background in insurance highly preferred (underwriting, brokerage, commercial lines, product management)

People skills with experience in attracting, coaching, and mentoring teams

Manage execution across functional groups, solving complex projects, facilitating and driving meetings, developing solutions