Enterprise Banking Relationship Manager

Drive Customer Success. Build Trusted Partnerships. Create Lasting Impact.

At CSI, our Relationship Managers serve as strategic advisors and trusted partners to financial institutions across the country. In this role, you'll build strong client relationships, advocate for customer success, identify opportunities for growth, and help clients maximize the value of CSI's products and services. If you enjoy developing meaningful relationships, solving complex business challenges, and working directly with banking and fintech leaders, this could be the perfect opportunity for you.

What You'll Do:

• Serve as the primary point of contact for a portfolio of customer accounts.

• Build and strengthen long-term relationships with key stakeholders at financial institutions.

• Ensure customers receive exceptional service and support throughout their partnership with CSI.

• Partner with internal teams to resolve issues, address concerns, and deliver positive outcomes.

• Conduct strategic business reviews and maintain regular communication with clients.

• Identify opportunities to expand customer value through additional CSI products and solutions.

• Participate in cross-sell initiatives and contribute to business retention and growth objectives.

• Monitor customer satisfaction and work proactively to improve the overall client experience.

• Keep customers informed about product enhancements, new offerings, and industry trends.

• Contribute to pipeline development, contract renewals, and customer advocacy initiatives.

What We're Looking For

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.

• 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role.

• Must have experience working within banking, fintech, SaaS, or a related technology-driven industry.

• Strong ability to build trust and influence decision-makers.

• Exceptional communication, presentation, and interpersonal skills.

• Proven problem-solving and negotiation abilities.

• Strong organizational skills with excellent attention to detail.

• Ability to manage multiple priorities and stakeholders simultaneously.

Preferred Experience

• Knowledge of banking technology platforms, software solutions, or financial services products.

• Experience identifying growth opportunities and supporting revenue retention initiatives.

Success in This Role

Successful Relationship Managers:

• Deliver exceptional customer experiences and high levels of client satisfaction.

• Build trusted relationships that drive long-term customer retention.

• Act as a strategic advisor and advocate for their clients.

• Generate opportunities for business growth through consultative conversations.

• Collaborate effectively across sales, product, support, and leadership teams.

• Help customers achieve their goals while maximizing the value they receive from CSI.

Travel

• Travel up to 40–50% as needed to support customer relationships, meetings, conferences, and onsite engagements.