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Director Client Services

The American Deposit Management Co. Milwaukee ,WI
  • Posted: 23 days ago
  • $70,000 to $80,000 Yearly
  • Full-Time
  • Benefits: 401k, dental, life_insurance, medical, vision
Job Description

Job Location Pewaukee, WI. 

Searching for a Director - Client Services to join our team! This role would be accountable for the management and development of existing client relationships and ensuring that exceptional customer service is always provided.

DESCRIPTION OF DUTIES AND RESPONSIBILITIES

> Acts as primary relationship manager for corporate (non-public) clients.

> Provides solutions and identifies cross-sales opportunities.

> Research and learn about industries ADM’s referral partners serve to become the “subject-matter expert” in each industry (i.e. Opportunity Zones, property management, block-chain, etc.)

> Promotes merchant services to clients and serves as primary liaison to merchant services provider.

> Conducts regularly scheduled calls and meeting with clients to review analytics, answer questions, etc.

> Oversees the successful on-boarding of new clients.

> Develops and refines client services-related policies and procedures to standardize functions within the department and organization.

> Maintains knowledge of core products and services and refers clients and prospects accordingly.

> Performs other duties as assigned.

QUALIFICATION REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

> Bachelor’s degree or equivalent in Business Administration or related field or ten+ years of equivalent work experience.

> Five plus years’ experience in a financial institution environment.

> Thorough knowledge and understanding of treasury management functions, operations, and client interactions/sales.

> Excellent written and verbal communication, negotiation and relationship management skills required, as this role interacts with staff at all levels.

> Ability to apply the following mathematical concepts to practical situations: fractions, percentages, ratios, and proportions.

> Ability to use various computer applications such as: MS Office (e.g. Word, Excel, Outlook, etc.).

DECLARATION

This job description is intended to describe the general nature and level of work being performed by the employee(s) assigned to the classification. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employee(s) so classified. ADM retains the rights and discretion to make changes to this job description.

Company Description
The American Deposit Management Co. (ADM) is a one-of-a-kind powerhouse deposit management brokerage. Since its inception in 2009, ADM has managed in excess of $5 billion for its clients in its exclusive network of over 600 financial institutions throughout the US. ADM is your one source for industry leading cash management and financial services.

The American Deposit Management Co.

Why Work Here?

Strong culture, great benefits, and room for growth!

The American Deposit Management Co. (ADM) is a one-of-a-kind powerhouse deposit management brokerage. Since its inception in 2009, ADM has managed in excess of $5 billion for its clients in its exclusive network of over 600 financial institutions throughout the US. ADM is your one source for industry leading cash management and financial services.

Address

W220 N3451 Springdale Road Pewaukee
Milwaukee, WI
USA

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