Client Manager - Employee Banking and Investments
Core
Managing external client relationships, developing new growth channels, and enhancing experiences for corporate clients and employees.
Role type
Client Manager (Employee Banking and Investments)
Builds
Employee banking programs and client onboarding initiatives
Domain
Banking and Investments
Deliverable
product features
Required skills
client relationship management, product development, sales training, P&L management, risk control, market analysis
Preferred skills
executive presence, strategic thinking, business analytics
Technologies
Word, Excel, PowerPoint, WebEx
Responsibilities
Manage external client relationships and develop new growth channels; Launch and drive new employee banking programs to increase enrollments; Initiate and manage new client onboarding; Partner across the enterprise to improve client experience and acquire new business; Support product development plans including creating sales training and marketing materials; Maintain product financials including investment profile and P&L activities; Manage risk through implementing and monitoring effective controls.
Seniority
Individual Contributor