Director of Client Engagement

Department: Business Services

Reports to: Chief Client Development Officer

FSLA: Exempt

Last Modified: 1.6.25

Job Summary:

The Director of Client Success is responsible for business development, cultivating and maintaining client relationships, and partnering with other business lines to identify cross-selling opportunities. This role plays a critical part in driving client growth and retention for the organization. The Director will report to Chief Client Development Officer.

Essential Functions:

• Develops and implements Bank-wide sales and service programs including myMoney@Work and Financial Wellness.
• Calls on local businesses to understand banking needs with the goal of bringing new relationships to the Bank.
• Maintains a thorough knowledge of the Bank’s full suite of products and services to generate cross-selling and referral opportunities.
• Partners with other business lines to understand client needs, align strategies, and maximize client engagement.
• Works closely with the Marketing team to develop client-centric messaging that enhances client retention.
• Stays updated on industry trends and competitive landscape to identify areas for growth and risks.
• Uses data and tools to create and implement an integrated system for tracking client referrals across all business lines.
• Partners with Human Resources team to design and implement employee incentive programs to drive client referrals across business lines.
• Maintains knowledge of and ensures compliance with Federal and State banking regulations and adheres to all Bank policies and procedures.
• Represents the Bank at various community functions. Creates awareness of Bank product and service offerings via active participation and networking.
• Performs miscellaneous responsibilities as assigned.

Skills, Experience, and Training Required:

• Bachelor’s degree in business, marketing or related field and 5 or more years of banking experience; or equivalent combination of education and experience.
• Prior leadership experience derived from managing, coaching, and mentoring others.
• Exemplary customer focus, demonstrated business development success, strong communication skills, and ability to deliver impactful presentations to a wide range of audiences.
• Demonstrated ability to collaborate and deliver a highly desirable client experience.

Physical Requirements and Working Conditions:

• Frequent local travel throughout the Bank’s footprint
• Handling of materials up to 15 pounds on a regular basis
• Workspaces are generally comfortable and pleasant
• Normally seated with freedom of movement as needed