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Client Partner Banking Jobs (NOW HIRING)

Banking & Financial Services / Payments, Cards Role Overview The Client Partner will serve as the primary business relationship owner for Mastercard engagements, driving strategic growth, delivery ...

Client Partner The AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers ...

The Client Partner (CP) is responsible for developing qualified pipelines and closing deals ... Banking. Within our Customer Experience practice, we add complementary industry expertise ...

The Client Partner (CP) is responsible for developing qualified pipelines and closing deals ... Banking. Within our Customer Experience practice, we add complementary industry expertise ...

Seeking a client Partner to expand Digital's Data and AI services and solutions. Role is to manage ... Skilled at positioning AI-driven solutions (Agentic AI, AI Agent) for banking, financial services ...

TCS is looking for a dynamic and experienced Client Partner with a strong understanding of Banking and Financial Services domain. In this role, you will have to build and manage relationships with ...

Private Client Associate

Seattle, WA · On-site

$65K - $80K/yr

Our highly configurable and scalable tech stack also supports partner banking that enables ... Position Summary The Private Client Associate (PCA) is responsible for delivering outstanding ...

Partner cross-functionally with Product, Customer Success, and Leadership to refine positioning and ... banking, commercial strategy and/or complex client environments * Experience influencing high ...

Partner cross-functionally with Product, Customer Success, and Leadership to refine positioning and ... banking, commercial strategy and/or complex client environments * Experience influencing high ...

With a focus on banking, capital markets, and insurance, it leverages cutting-edge technologies ... We are seeking a strategic Client Partner to manage and grow key BFSI accounts. * This role focuses ...

Junior Client Partner

Phoenix, AZ · On-site

$140K - $170K/yr

Jr Client Partner Brillio is the partner of choice for many Fortune 1000 companies seeking to turn ... Qualifications: · Someone with banking experience · Selling mainly into Data and Digital ...

Jr Client Partner Brillio is the partner of choice for many Fortune 1000 companies seeking to turn ... Qualifications: · Someone with banking experience · Selling mainly into Data and Digital ...

Global Client Partner Job Location: NYC. Full Time (Hybrid) Unfortunately, we are unable to offer ... UK) Generous time off + bank holidays Education budget to be used for individual learning ...

Global Client Partner Job Location: NYC. Full Time (Hybrid) Unfortunately, we are unable to offer ... UK) Generous time off + bank holidays Education budget to be used for individual learning ...

Global Client Partner Job Location: NYC. Full Time (Hybrid) Unfortunately, we are unable to offer ... UK) Generous time off + bank holidays Education budget to be used for individual learning ...

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Client Partner Banking information

See salary details

$15

$46

$96

How much do client partner banking jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for client partner banking in the United States is $46.94, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $64.18 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Partner in Banking, and why are they important?

To thrive as a Client Partner in Banking, you need strong financial acumen, relationship management skills, and a proven track record in sales or client-facing roles, often supported by a degree in finance, business, or a related field. Familiarity with CRM platforms, banking software, and sometimes certifications like CFA or CTP are typically required. Outstanding communication, negotiation, and problem-solving abilities help build trust and deliver tailored financial solutions to clients. These competencies are crucial for driving client satisfaction, deepening business relationships, and achieving revenue growth in a competitive banking environment.

How does a Client Partner in Banking typically collaborate with internal teams to deliver solutions for clients?

A Client Partner in Banking acts as a strategic liaison between clients and various internal departments, such as product development, risk management, and operations. They work closely with these teams to understand client needs, develop customized banking solutions, and ensure smooth implementation. Regular coordination meetings, joint client presentations, and collaborative problem-solving are common practices. This cross-functional teamwork helps deliver comprehensive service and maintain high client satisfaction.

What is a Client Partner in Banking?

A Client Partner in Banking is a professional responsible for managing and nurturing relationships with key clients, typically large corporations or institutional customers. Their role involves understanding clients' financial needs, offering tailored banking solutions, and ensuring client satisfaction to drive business growth. Client Partners also coordinate with internal teams to deliver products and services, resolve issues, and identify opportunities for cross-selling. Their primary goal is to build long-term, mutually beneficial partnerships between the bank and its clients.

Is client partner a sales job?

A Client Partner in banking is primarily responsible for managing and developing relationships with key clients, ensuring their needs are met and fostering long-term partnerships. While sales skills are important for identifying opportunities and promoting services, the role focuses more on relationship management, strategic advising, and client retention than direct sales targets.

What is the difference between Client Partner Banking vs Relationship Manager?

AspectClient Partner BankingRelationship Manager
CredentialsRelevant banking certifications, financial knowledgeFinancial certifications, client management skills
Work EnvironmentCorporate banking, client engagement, strategic planningRetail or corporate banking, direct client interaction
Employer & IndustryBanks, financial institutions, corporate clientsBanks, retail or corporate banking sectors
Search & Comparison IntentUnderstanding roles in banking client managementComparing client relationship roles in banking

While both roles involve client interaction within banking, a Client Partner Banking focuses on strategic, high-value corporate client relationships, often involving complex financial solutions. A Relationship Manager typically handles a broader range of clients, including retail and small business customers, providing personalized banking services. The roles overlap in client engagement but differ in scope, target clients, and strategic involvement.

More about Client Partner Banking jobs
VP Client Partner - West Coast

VP Client Partner - West Coast

ExlService Holdings, Inc.

San Francisco, CA • On-site, Remote

$200K - $260K/yr

Full-time

Posted 20 days ago


ExlService Holdings rating

8.3

Company rating: 8.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

59th of 425 rated business services


Job description

Why EXL?

  • Join a recognized leader in data, analytics, and AI for financial services.
  • Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.
  • Be part of a collaborative, high-performance culture that values innovation, agility, and client impact.
  • Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations.

Job Title: Client Partner - Banking

  • Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred)
  • Base Salary - $200k - $260k, plus annual bonus and RSU eligibility
  • Experience: 8-10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts 
  • Reports to: Head of Client Success - Banking & Capital Markets

At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services.

Role Overview

We are seeking a dynamic and strategic Client Partner - Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks.

This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.

The posted range is the hiring range for this role - a subset of the broader range available to employees over time - and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.

  • Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8-10 years of experience servicing banking or financial services clients.
  • Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
  • Ability to bridge technology and business strategy,ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
  • Proven track record in building and growing strategic relationships and managing large transformation programs.
  • Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
  • Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.
  • Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
  • Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
  • Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
  • Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
  • Maintain deep understanding of evolving banking trends-digital banking, FedNow, GenAI, operational risk, ESG, and compliance-and proactively shape client strategies.
  • Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.