Client Relationship Associate

Job Description

Position: Client Relationship Associate

Department: Business Development/Marketing

Reports to: Manager, Client Relationships

Responsibilities:

The Client Relationship Associate is responsible for the continued client satisfaction growth of fiVISION

existing clients. This includes:

• Building and maintaining relationships with existing clients
• Recommendations for existing client site improvements
• Working closely with the implementation team on identifying and qualifying opportunities for new
  
  

platform addition (existing client sales)

• Overseeing the relationship with fiVISION clients
• Keeping clients updated on the latest products.
• Understanding key client individual needs and developing strategies to address
• Knowing our competition and strategizing accordingly
• Participate and/or lead new client demos or meetings as needed as a backup business
  
  

development as needed

• Identifies account opening trendsetter ideas by researching industry and related events,
  
  

publications, and announcements

• Tracks current clients and their accomplishments. Develop testimonials.
• Evaluate other sites for ideas to add to our product
• Refine the fiVISION website content
• Discovers and explores business opportunities
• Work with internal staff to define and frame new account opening enhancements.
• Identify and recommend new interfaces
• Demo product (webinar) and follow up with existing clients for their improvement and add-on
  
  

business.

• Works with the implementation team to ensure complete customer satisfaction.
  
  

Characteristics & Behaviors:

The following characteristics and behavior patterns will maximize the Client Relationship Associate's

opportunity for success at fiVISION:

• Possess a serving outlook
• Be an effective communicator, both in written and verbal forms
• Be a positive team member, working with others to resolve problems
• Accept responsibility for issues as they arise
• Strong orientation to detail
• High degree of self-initiative and motivation
• High level of adaptability and creativity
  
  

Skill & Experience:

The Client Relationship Associate’s role utilizes the following disciplines, and an understanding of each is

required. Two to four years prior experience with a proven track record of growth is preferred.

• Understand existing Client satisfaction and support excellence
• Experience with credit union or bank relationship management
• Understanding the online banking/account opening process is a plus
• Ability to Identify areas for improvement for existing fintech clients
• Project management principles and practices
• Proposal development for clients adding services or products
  
  

Education & Training:

AS or BS in a business program is preferred. Directly applicable experience may be considered in lieu of

a formal degree program.