Sr Client Manager, Middle Market
Core
Acquire, expand, and retain middle-market business clients with treasury management and enterprise payments needs while serving as the primary point of contact for client service and account maintenance.
Role type
Senior Client Manager (Commercial Banking)
Builds
Cash management services, treasury solutions, and client service orders for existing and new business clients.
Domain
Commercial Banking / Cash Management
Deliverable
client delivery
Required skills
client acquisition and retention, cash management services, treasury management, account maintenance, agreement preparation, risk policy adherence, cross-sell lead generation, client implementation support, analytical and data mining, verbal and written communication, Microsoft Office proficiency
Preferred skills
Certified Cash Manager (CCM), Certified Treasury Professional (CTP), commercial banking experience
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Collaborate with partners to expand and retain business clients; maintain cash management services and review existing services; prepare and review client agreements; conduct research for client needs; generate cross-sell leads; partner with implementation specialists for complex product setups and client training; manage client service orders and maintenance requests within service level agreements.
Seniority
Senior, hands-on IC
