CSI’s Relationship Managers are an integral part of the success CSI has witnessed
over the past 50+ years. Our Relationship Managers partner with our banks to
provide strategic insight, ensuring they are fully equipped to offer their
clients the latest in CSI’s innovative bank technology suites.
At CSI, we understand that Community Banks and Credit Unions are founded in providing the
best customer service to their clients, and at CSI that remains true. Our Relationship
Managers are a reflection of the banks they work with, providing solutions that
work at keeping them competitive, compliant and profitable.
CSI’s Managed Services group has an immediate opening on our Client Experience Team.
This position requires an ability to create, build and strengthen the
relationships between CSI and our clients. Relationship Managers are
responsible for offering the full line of CSI Managed Services, making
strategic recommendations and retention of each CSI client.
Conduct Customer Satisfaction Reviews
and coordinate all customer retention efforts
Function as your client’s escalation
point, coordinating internal support teams’ efforts as needed to resolve
customer issues with satisfaction
Serve as a strategic liaison on
between different CSI groups in order to facilitate world class customer
Proactively and effectively manage
client relationships in order to meet or exceed annual sales goals.
Includes understanding your client’s current and future needs in order to
maintain, up-sell and cross-sell CSI’s full line of technology platforms
within Managed Services.
Meet with appointed Managed Services
Clients, both in person and via phone, on a regular basis to ensure that
all of their needs are being met
Conduct quarterly business reviews
Review and deliver Monthly Reports
Skills and Education
Personal Character: Ability to build
trustworthy and lasting relationships with internal and external clients.
Uphold CSI values and create a collaborative working environment where
both our clients and CSI succeeds
Personal Leadership: Self-motivated
and goal-oriented, ability to managed change and conflict, takes
responsibility for ones successes and mistakes
Essential Project Management Skills:
Prioritization and organization of tasks and objectives, excellent time
management skills, ability to influence others to ensure project
completion as outlined
Excellent written and verbal
Desire to be a continuous learner
Willingness to travel up to 50%
Information Technology background
Understanding of the Cisco product
line and technology
Understanding of with the Microsoft
product line and technology
Understanding of in the financial
Familiarity with compliance
regulations: FFIEC, FDIC, NCUA, and GLBA
Project management experience
Can survey your previous customers,
managers, and peers and receive outstanding rating.
Ability to work in fast paced, rapidly
changing environment and a high level attention to detail
Expert at MS Office applications
CSI offers end-to-end technology solutions that range from core banking and Internet
banking solutions to compliance monitoring and secure document management.
As a company, we strive to deliver the best solutions the industry has to offer and
back them with personal customer service that distinguishes us from the
competition. Our efforts provide customers with a trusted technology partner,
shareholders with a good return on their investment, and CSI employees with a
great place to work.
CSI also offers a competitive compensation package to include paid vacation, 401k,
profit sharing, medical insurance to include dental and vision, and much more!
For more information on CSI, visit our website at www.csiweb.com.