Sr Client Manager

Location:

LOCATION: Opportunity to work mobile in Denver metro covering Western clients.

ABOUT THE JOB
As an integral member to the Commercial Bank Sales team, collaborates to acquire, expand and retain business clients who have treasury management needs. Maintains the “first point of contact” role for any customer service needs, inquiries or problems and ensures that clients receive a full and effective after-sales experience. 
 
ESSENTIAL JOB FUNCTIONS

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.  
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.  
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction. 
• Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements.

REQUIRED QUALIFICATIONS

• Bachelor's Degree or similar work experience.
• 3 or more years of banking or cash management experience.
• Demonstrated success in a customer service environment.
• Possess strong Analytical and data mining skills to determine appropriate client needs.
• Excellent verbal and written communication skills. Previous experience presenting to clients.
• Self-motivated and ability to participate effectively in a highly collaborative work team.
• Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.
• Detail oriented and ability to follow through.
• Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.
   

PREFERRED QUALIFICATIONS

• 3 or more years of Commercial Banking and/or Cash Mgmt experience.
• Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred.

COMPETENCIES

• Influencing skills.
• Excellent interpersonal and presentations skills.
• Excellent time management and organizational skills with the ability to set priorities, …