Relationship Manager II, Regulatory Compliance

JOB SUMMARY 

Relationship Managers maintain and expand relationships strategically with customers and serve as the primary liaison between CSI and the customers. They constantly strive to achieve excellence in customer service that leads to high customer satisfaction, contract renewals, representing the entire range of company products and services, while ensuring assigned customers’ needs and expectations are met by CSI. 

KEY RESPONSIBILITIES 

• Fosters and grows relationships with strategic and/or complex customers. 
• Demonstrates a comprehensive understanding of CSI products and/or service offerings. 
• Establishes and maintains productive, professional relationships with key personnel in assigned customer accounts; ensures assigned customers’ needs and expectations are met; serves as a point of escalation for unresolved issues. 
• Contributes to and work to ensure business retention, pipeline generation, and the receipt of "Would Recommend CSI" surveys. 
• Participates and/or leads the cross-sale process and pipeline generation. 
• Performs various sales and relationship activities to meet assigned targets for retention; builds productive pipelines; produces profitable sales volume; and contributes to the achievement of strategic objectives. 
• Participates in consultative selling by staying in constant communication with the client to proactively understand their needs, goals, and direction. 
• Evaluates the usage of all CSI products with each assigned client and present additional CSI products and value-add solutions as appropriate; keeps clients abreast of product offerings through CSI marketing efforts, product notifications and webinars. 
• Performs other duties as assigned.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING 

• High NPS score. 
• Familiarize the customer with new and existing products/services. 
• Provide a conduit to the product, sales, and support teams to assist customer in achieving their goals and achieve 
•  Address customer concerns and issues. 
• Alignment of customer expectations with CSI to build trust and rapport that yields a stronger relationship. 
• Produces customer satisfaction, appreciation, and loyalty to strengthen relationships. 
• Responsible for all interaction between CSI and the customers. This includes bill collection, customer service, cross sales, and management reporting. 
• Ultimate accountability is excellent customer satisfaction.

JOB REQUIREMENTS

• Education & Certifications: Education or job knowledge equivalent to college or university undergraduate education. 
• Experience: The minimum amount of relevant work experience required to successfully perform the job is at least five (5) years. 
• Required Skills: 
  • Collaboration skills 
  • Listening skills 
  • Problem solving skills 
  • Negotiation skills 
  • Business acumen 
  • Follow-through and attention to detail 
  • High organizational management skills 
  • Mathematical skills 
  • Communication skills – both written and verbal 
  • Reasoning skills 
  • Leadership skills 
  • Project management skills 
  • Analytical skills 

WORK ENVIRONMENT 

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Travel: 15%

Physical Demands: The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity.

ABOUT CSI

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its nearly 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com   

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includ