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Community Bank System, Inc.
Bloomington, MN | Full Time
$87k-116k (estimate)
2 Months Ago
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Client Relationship Manager
$87k-116k (estimate)
Full Time | Banking 2 Months Ago
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Community Bank System, Inc. is Hiring a Client Relationship Manager Near Bloomington, MN

Overview

BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

Responsibilities

This position is responsible for building and maintaining relationships with BPAS Clients; maintaining knowledge of BPAS products and services and cross selling the same; project work (as needed); and various other duties as required to retain and grow client relationships. Travel is required for this position.

Essential Duties:

  • Serve as the Relationship Manager for an assigned book of Clients. The book of Clients would primarily be focused on DC business, but may also include Clients that solicit other BPAS services.
  • Work in tandem with Plan Consulting, Participant Education and Fiduciary Services teams as needed to cultivate lasting and meaningful client relationships.
  • Educate, train, coach, and mentor clients on BPAS systems (web portals), and products and services.
  • Assist with issue resolution, fee negotiations, and investment related matters as they arise.
  • Maintain detailed knowledge of BPAS products and services, with the ability to effectively communicate these programs to clients and FI Partners.
  • Work to solicit other BPAS products and services to existing clients where a client need exists. Participate in identifying cross selling opportunities for CBSI related products and services.
  • When needed, participate in activities to secure new FI Partner and plan relationships.

Ancillary Duties:

As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.

Qualifications
  • Education/

    Training:

    Minimum B.S. or B.A. degree in a related field, or equivalent experience

    Competencies:

    * Excellent interpersonal skills

    * Well-developed written and oral communication skills

    * Analyze problems and issues and present possible solutions to supervisor

    * Ability to be highly organized and follow through

    * Ability to prioritize work assignments and multitask

    * Display an intermediate level of competency with Microsoft products, as well as personal computer skills

    * Ability to handle a large book of business with efficiency and expertise

    * Must be self-motivated and flexible

    * Must have the ability to work and communicate well with others in a team environment

    Experience:

    Minimum 5 years experience in a benefits environment

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Minimum
USD $64,000.00/Yr.
Maximum
USD $108,804.00/Yr.
Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$87k-116k (estimate)

POST DATE

02/26/2024

EXPIRATION DATE

05/14/2024

WEBSITE

communitybankna.com

HEADQUARTERS

DE WITT, NY

SIZE

3,000 - 7,500

FOUNDED

1866

TYPE

Public

CEO

MARK E TRYNISKI

REVENUE

$500M - $1B

INDUSTRY

Banking

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Community Bank, provides banking and financial services to retail, commercial, and municipal customers.

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If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Relationship Manager job description and responsibilities

While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.

03/15/2022: Troy, NY

Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.

03/04/2022: Santa Cruz, CA

Build positive and productive relationships with clients for business growth.

01/20/2022: Concord, NH

Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.

03/25/2022: New Orleans, LA

To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

04/07/2022: Stockton, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Relationship Manager jobs

Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.

02/28/2022: Topeka, KS

Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.

03/28/2022: Detroit, MI

Learning the needs of clients and developing plans to meet them.

04/08/2022: Bridgeport, CT

Have a genuine care for the success of the business.

02/25/2022: Utica, NY

Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.

03/21/2022: Springfield, MO

Step 3: View the best colleges and universities for Client Relationship Manager.

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