Account/Relationship Manager

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The Account Manager will be the lead point of contact for all key client matters, anticipate the client’s needs, work within the company to ensure deadlines for the client are met, and help the client succeed. The key account manager will also bring in new business from existing clients or contacts and will develop new relationships with potential clients. The Relationship Manager is a part of the sales team who builds and maintains relationships with clients and customers. Our relationship manager will work only with clients, working to solve any business or technical challenges that they face. They will help them with sales opportunities and drawing in customers.

• Excellent communication and listening skills.
• Confidence and Presentation skills.
• Understanding and interest in financial / banking products and markets.
• Ability to analyze and research information.
• Ability to explain complex information clearly and simply.
• Good sales and negotiation skills
• Resolving key client issues and complaints
• Developing a complete understanding of key account needs
• Anticipating key account changes and improvements
• Negotiating contracts with the client and establishing a timeline of performance
• Establishing and overseeing internal budgets with the company and external budgets with the client
• Planning and presenting reports on account progress, goals, and quarterly initiatives to share with team members, stakeholders, and possible use in future case studies or company training