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Description

Job Title: Assistant Vice President (AVP) / Client Services Banking Officer

Reports to: Vice President of Client Services

Job Summary: The Assistant Vice President (AVP) / Client Services Banking Officer is responsible for managing and enhancing relationships with high-value clients, ensuring exceptional service delivery, and identifying opportunities to deepen client engagement with the bank's products and services. This role requires a strategic thinker with strong leadership skills, a customer-centric approach, and a deep understanding of banking operations and financial services.

Key Responsibilities:

Client Relationship Management:

• Develop and maintain strong relationships with high-value clients, acting as their primary point of contact within the bank.

• Understand clients' financial needs and objectives to provide tailored banking solutions.

• Conduct regular client meetings and reviews to ensure satisfaction and identify opportunities for additional services.

Service Delivery:

• Ensure high standards of service delivery to clients, resolving any issues or concerns promptly and effectively.

• Collaborate with internal departments to streamline processes and improve client experience.

• Monitor and report on service performance metrics, implementing improvements as necessary.

Client Development:

• Identify and pursue new business opportunities with existing and potential clients.

• Develop and execute client retention strategies to minimize attrition.

• Cross-sell and upsell banking products and services, contributing to the bank's revenue goals.

Compliance and Risk Management:

• Ensure all client interactions and transactions comply with regulatory requirements and internal policies.

• Identify and mitigate risks related to client services and relationships.

• Stay informed about industry trends, regulatory changes, and best practices in banking.

  Requirements

Qualifications:

• Bachelor's degree in Business, Accounting, Finance, or a related field

• Minimum of 3+ years of experience in banking, with a focus on client services and relationship management.

• Proven track record of managing high-value client relationships and achieving business development targets.

• Strong leadership and team management skills.

• Excellent communication, negotiation, and problem-solving abilities.

• In-depth knowledge of banking products, services, and regulatory requirements.

• Proficiency in CRM software and other relevant banking systems.

Key Competencies:

• Client Focus: Demonstrates a commitment to providing exceptional service and building long-term relationships.

• Strategic Thinking: Ability to develop and implement effective strategies to achieve business objectives.

• Problem-Solving: Effectively addresses and resolves client issues and operational challenges.

• Adaptability: Thrives in a dynamic, fast-paced environment and adjusts to changing priorities.

Work Environment:

• This position is typically based in an office environment with occasional travel required for client meetings and industry events.

• Standard working hours apply, with some flexibility needed to accommodate client schedules and urgent matters.

Application Process:

For immediate consideration, please call/text Desiree (408)961-2983

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