Data & AI Client Partner at Unit8 managing customer acquisition and driving sales in the Swiss market. Collaborating with clients to leverage Data & AI technology advancements.
About the role
- Client Manager responsible for retaining and growing corporate customer relationships for U.S. Bank. Focus on service delivery, business generation, and profitability within assigned accounts.
Responsibilities
- 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.
Requirements
- 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
Benefits
- 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
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