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About the Role

The Client Care Manager is an integral part of Piermont Bank’s client care team, focusing on supporting clients from onboarding through their journey with Piermont and ensuring a positive experience and excellent service at all times.

Responsibilities

• Provide each new client an excellent account opening and onboarding experience.
• Apply client, product, and process knowledge to answer questions and relay onboarding requirements, steps, expected timeframes, and status for diverse requests to clients and internal partners.
• Process transactional activities including wires, online banking, remote deposit checks, ACH, and limited teller transactions.
• Proactively work with internal teams to resolve client issues and service accounts.
• Communicate with clients and respond to inquiries in a responsive and timely manner.
• Lead efforts towards improving and implementing compliance functions including audit controls, records management, approvals, and ensuring all security procedures are strictly followed.
• Administer the implementation of new programs and initiatives related to depository products and services under the direction of the Team Lead.
• Mentor Client Care Associates as needed upon request of the Chief Growth Officer.

Requirements

• 7+ years of related banking experience, teller, new accounts representative, universal banker or equivalent.
• Knowledge of banking products and services.
• Comprehensive understanding of regulatory and compliance related to daily job functions.
• Strong technical skills and experience with depository related programs such as account opening and teller systems.
• Excellent customer communication and relationship skills.
• Ability to problem-solve and work in a fast-paced and evolving environment.

Experience Level

• 7+ years

Education Level

• Bachelor's degree or equivalent

Salary/Compensations

• $75,000 to $95,000 per year

Benefits

• Medical
• Dental
• Vision
• 401k
• Other benefits

About the Company

• Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital-first approach.
• As the first cloud-native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.
• We combine disciplined commercial banking with innovative technology to deliver value-added solutions for small and medium-sized businesses and our fintech partners.
• Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

Equal Opportunity

• Piermont Bank is an equal-opportunity employer.
• We celebrate diversity and are committed to creating an inclusive environment for all employees.
• We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.