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Client Relationship Officer Jobs (NOW HIRING)

Client Relationship Manager Exempt - Grade Level 7 Equal Employment Opportunity Corporate Values ... Previous experience as Branch Manager, In-Store Branch Manager, Treasury Management Officer, or ...

Client Relationship Manager Exempt - Grade Level 7 Equal Employment Opportunity Corporate Values ... Previous experience as Branch Manager, In-Store Branch Manager, Treasury Management Officer, or ...

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Client Relationship Officer information

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$29K

$57.4K

$98K

How much do client relationship officer jobs pay per year?

As of Jun 9, 2026, the average yearly pay for client relationship officer in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is the difference between Client Relationship Officer vs Customer Service Representative?

AspectClient Relationship OfficerCustomer Service Representative
CredentialsRelevant certifications in sales, communication, or client managementBasic customer service training or certifications
Work EnvironmentFinancial institutions, corporate clients, B2B settingsRetail, call centers, service desks
Employer & IndustryBanking, finance, insurance, corporate sectorsRetail stores, telecom, hospitality
Search & Comparison IntentUnderstanding client management roles, career growthCustomer support, issue resolution

The main difference is that a Client Relationship Officer focuses on managing and developing relationships with clients, often in financial or corporate sectors, requiring specialized certifications. In contrast, a Customer Service Representative handles customer inquiries and issues, typically in retail or service industries. Both roles involve communication skills but differ in scope, environment, and responsibilities.

What are the key skills and qualifications needed to thrive as a Client Relationship Officer, and why are they important?

To thrive as a Client Relationship Officer, you need strong interpersonal skills, a background in business or finance, and experience in customer service or account management. Familiarity with CRM software, data analysis tools, and sometimes certifications like CFA or relevant industry licenses are commonly required. Exceptional communication, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills are essential for maintaining long-term client satisfaction and driving business growth.

How does a Client Relationship Officer typically collaborate with other departments to address client needs?

A Client Relationship Officer frequently works alongside teams such as sales, customer service, and product development to ensure client concerns and feedback are addressed efficiently. This role often acts as a liaison, conveying client expectations to internal teams and coordinating solutions to enhance the client experience. Effective collaboration and clear communication within the organization are essential, as they directly impact client satisfaction and retention. Regular meetings and updates with cross-functional teams help ensure everyone is aligned on client objectives.

What does a Client Relationship Officer do?

A Client Relationship Officer is responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty to the company. They act as the main point of contact for clients, addressing inquiries, resolving issues, and providing information about products or services. Their role often involves understanding client needs, offering tailored solutions, and working with internal teams to deliver exceptional service. By fostering positive client relationships, they help drive customer retention and business growth.
What states have the most Client Relationship Officer jobs? States with the most job openings for Client Relationship Officer jobs include:
Infographic showing various Client Relationship Officer job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 68% Full Time, 18% Part Time, and 13% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.
Client Relationship Manager

Client Relationship Manager

ChoiceOne Bank

Troy, MI โ€ข On-site

Full-time

Posted 7 days ago


Job description

Job Type
Full-time
Description
About ChoiceOne Bank
At ChoiceOne Bank, we offer more than banking jobs - we provide meaningful careers with opportunities to grow and thrive right here in Michigan. As the state's premier community bank with over 125 years of history and 56 locations across West, Central, and Southeast Michigan, we are committed to creating a positive workplace built on respect, integrity, and teamwork. Our employees enjoy competitive benefits, career advancement, professional development programs, and the chance to make an impact in the communities where they live and work. Whether you're starting your career or looking to take the next step, ChoiceOne Bank offers rewarding Michigan banking careers where you can build your skills, achieve work-life balance, and grow your future.
Client Relationship Manager
Exempt - Grade Level 7
Equal Employment Opportunity
Corporate Values & Mission
"Provide superior service, quality advice and show our utmost respect to everyone we meet."
General Summary
The Client Relationship Manager (CRM) is responsible for building, maintaining, and expanding strong client relationships to drive revenue growth, deepen wallet share, and enhance overall client satisfaction. This role serves as a primary point of contact for clients and works collaboratively across business lines to deliver comprehensive financial solutions. CRM also manages one or more bankers and supports Private Banking, Treasury Management, and Deposit Growth initiatives.
Reports To: Regional Manager
Essential Duties and Responsibilities
  • Serve as primary relationship manager for a portfolio of clients.
  • Develop and execute strategies to grow deposits and overall client relationships.
  • Identify cross-sell opportunities across lending, treasury, and private banking services.
  • Manage, coach, and develop assigned bankers to achieve performance goals.
  • Partner with Private Banking to deepen high-net-worth client relationships.
  • Collaborate with Treasury Management to expand fee income and operational services.
  • Drive new business through prospecting, referrals, and community involvement.
  • Ensure compliance with regulatory and bank policies.
  • Back-up tellers or bankers as needed.
  • Additional responsibilities as assigned.
  • Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
  • Be familiar with and comply with all federal and state banking regulations as applicable.

Supervisory Responsibilities
May have direct or indirect reporting responsibility for multiple staff. Carries out supervisory responsibilities including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; handing complaints and resolving problems.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
  • Bachelor's Degree in business-related major preferred or equivalent of three (3) years successful sales experience preferably in financial services
  • Minimum of five (5) years in banking or equivalent education
  • Previous experience as Branch Manager, In-Store Branch Manager, Treasury Management Officer, or Private Banker. Experienced Managers and emerging leaders will both be considered.
  • Bilingual is a plus

Licenses & Designations
  • NMLS

Competencies
Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings; writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information.
Analytical - Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Has a thorough understanding of underwriting, coverages and rating procedures
Strategic Thinking - Understands organization's strengths and weaknesses; analyzes market and competition; identifies externals threats and opportunities; adapts strategy to changing conditions.
Quality - Demonstrates accuracy and thoroughness; monitors own work to ensure quality.
Delegation - Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
Visionary Leadership - Inspires respect and trust; mobilizes others to fulfill the vision.
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
By signing below, I acknowledge and understand the expectations and requirements of my role and agree to meet these duties to the best of my ability.