Senior Associate, CRM leading operational and compliance procedures at CreditSights in Chicago. Collaborating with compliance teams to ensure efficient execution and issue resolution.
About the role
- Managing client relationships for new customers at U.S. Bank, focusing on growing revenue and spend volume. Training customers and monitoring behaviors to enhance performance and collaboration with sales teams.
Responsibilities
- Managing a portfolio of new clients in their first 6 months as a customer of the bank
- Grow spend volume and revenue above existing benchmark to maximize return from each new customer
- Training new customers on products and technology platforms
- Monitoring customer spends and behaviors for ongoing management and intervention to improve performance
- Working with various departments to source solutions to client assistance issues
- Working closely with sales team to strategize on non-responsive programs
Requirements
- Bachelor's degree, or equivalent work experience
- Seven to ten years of client support, Relationship management or sales experience
- Strong sales, relationship management and business development abilities
- Knowledge of Credit Card or Commercial card products and services
- Broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to expand relationships and sales of bank's products
- Strong analytical and problem-solving skills
- Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationship.
- Well-developed written communication and verbal presentation skills is a must.
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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