Director, Bank Relationship Management - Midwest
Core
Lead a team of Relationship Managers to drive client retention, revenue growth, and strategic account planning for a portfolio of financial institution clients.
Role type
Senior IC Director of Relationship Management
Builds
Client partnerships and strategic portfolio outcomes for financial institutions
Domain
Financial Services / Fintech
Deliverable
client delivery
Required skills
Team leadership and coaching, strategic account planning, contract negotiation, portfolio performance analysis, executive stakeholder management, consultative selling
Preferred skills
Core banking platform knowledge, community/regional financial institution experience, CRM systems (Salesforce)
Responsibilities
Lead and develop a team of Relationship Managers, partner with internal stakeholders to strengthen executive client relationships, serve as escalation point for critical client issues, drive portfolio goals for revenue and retention, support contract negotiations, monitor team and portfolio performance metrics, collaborate on business strategy and workforce planning
Seniority
Director, hands-on leadership
