Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability.
Provides service to customers with regard to account information, questions, problems, education, or other requests.
Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
Solicits new business from current relationships with market influencers, working closely with new business development staff.
Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities.
Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due.
Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.

Bachelor's degree, or equivalent work experience
Five to eight years of experience in corporate trust and sales activities or related field
Thorough knowledge of account management, trust operations, and legal regulations
Strong project management and problem-solving skills
Excellent interpersonal, verbal and written communications skills

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Client Manager

Key skills