Sr Client Manager Commercial Bank
Core
Acquire, expand, and retain commercial bank clients while managing cash management services and ensuring effective client experiences.
Role type
Senior Client Manager (Commercial Banking)
Builds
Cash management services, client agreements, and cross-sell opportunities for commercial clients
Domain
Commercial Banking / Treasury Services
Deliverable
client delivery
Required skills
Cash management expertise, client relationship management, risk-aware decision making, agreement preparation, cross-sell lead generation, data analysis, stakeholder partnership
Preferred skills
Commercial banking experience, Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) certification
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Collaborate with partners to expand and retain business clients, maintain and manage cash management services, prepare and review client agreements, conduct research to support client needs, generate cross-sell leads, partner with internal stakeholders to address complex client needs
Seniority
Mid-Senior level, hands-on IC
