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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management within the banking industry, focusing on client engagement, strategic account growth, and effective communication. Proficient in analyzing client needs and delivering tailored solutions to enhance profitability and satisfaction.
Highest-signal resume keywords
Relationship ManagementBanking Industry ExperienceCredit Card Industry ExperienceAnalytical Problem-Solving SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Relationship ManagementAccount Growth StrategiesClient Portfolio ReviewsConsultative ApproachProduct Support IdentificationStatements of WorkChange RequestsOnboarding SupportMultitaskingAttention to Detail
Soft Skills
Strong Communication SkillsInfluencing SkillsCritical ThinkingDecision-Making SkillsAbility to Work Independently
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointFDR SystemTSYS SystemFIS (Certegy) System
Industry Keywords
BankingCredit Card IndustryClient EngagementPortfolio GrowthBusiness Relationship Management
About the role
Key responsibilities & impact- Manage the overall business relationship with a portfolio of CorServ’s bank clients
- Oversee day-to-day client interactions as the primary point of contact
- Ensure timely responsiveness to client needs, from daily contacts to senior bank leadership
- Communicate client requirements to relevant internal departments and ensure timely client responses
- Understand clients’ business challenges, strategic objectives, competitive positioning, and success factors
- Offer optimal solutions based on clients’ needs
- Identify product support and development needs and communicate them internally
- Use CorServ’s internal resources to establish and nurture productive client relationships
- Demonstrate a consultative approach to maximize client portfolio growth and profitability
- Support onboarding for new clients
- Collaborate on planning and implementation of new products, product enhancements, and special projects
- Provide Statements of Work and/or Change Requests to clients
- Facilitate monthly Client Portfolio Reviews focused on maximizing client profitability
- Drive portfolio growth and expand relationships across CorServ’s bank-client portfolio
- Develop and execute account growth strategies cross-functionally
- Perform other duties as assigned
Requirements
What you’ll need- College degree or 5+ years of relationship management experience in the banking industry
- 2+ years of credit card industry experience
- Strong written and verbal communication skills
- Ability to work across departmental boundaries to complete tasks
- Ability to influence at multiple levels internally and externally to accomplish business goals
- Analytical, problem-solving, critical-thinking, and decision-making skills
- Ability to work independently with minimum supervision or direction
- Ability to multitask, set priorities, and meet strict deadlines
- Excellent attention to detail
- Proficiency with Microsoft Word, Excel, and PowerPoint
- Occasional travel required
- FDR, TSYS, or FIS (Certegy) system experience preferred
Benefits
Comp & perks- Competitive compensation package
- Company-paid medical, dental, and vision benefits
- Generous PTO plan
- 401k match
- Remote work environment