Digital Client Relationship Manager
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Before you apply
LocationMalvern, PA; West Reading, PA
Work modehybrid
Typefull-time
SenioritySenior
Experience5+ yrs
Company size501–1,000 people
PostedOct 15, 2026 · 3w ago
Verified live4d ago
At a glanceSummarised by Seekless from the posting.
Minimum 5 years customer service/relationship manager experience
Minimum 5 years' experience in the financial services industry
Experience in cross-selling financial products
Self-starter – must be able to work alone as well as in a team/collaborative environment
Proven working experience as a customer service relationship manager
Experience in providing customer service support for commercial and consumer clients
Computer proficient - working knowledge of customer service software, databases and tools
Awareness of industry's latest technology trends and applications
Ability to think strategically and to lead customers
Strong client-facing (verbal and written communication) skills
Relationship management skills and experience while managing transactions, risk management, compliance, and account opening
MS Office applications
Salesforce literacy
Computer literacy and knowledge of online banking and mobile banking applications
Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement
FIS IBS and Q2 online banking experience preferred
Must be legally eligible to work in the United States without sponsorship, now or in the future
Skills
MS Office
Salesforce
FIS IBS
Q2 online banking
online banking
mobile banking
AI
automation tools
About the company
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Legal
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
This position is open to any Customers Bank location, it is also open to fully remote if outside of a 50-mile radius of a bank location.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What You’ll Do:
About the role
A Digital Client Relationship Manager is a vital role in any organization that wants to leverage the power of digital channels to connect and communicate with clients. A DCRM is responsible for responding to and resolving client inquiries and issues, building and maintaining strong client relationships, and providing personalized and tailored solutions to clients. A DCRM also monitors and analyzes client feedback and behavior to improve the digital customer experience and increase retention and loyalty.
What Do You Need?
•
Minimum 5 years customer service/relationship manager experience
•
Minimum 5 years’ experience in the financial services industry
•
Experience in cross-selling financial products
•
Self-starter – must be able to work alone as well as in a team/collaborative environment
•
Proven working experience as a customer service relationship manager
•
Experience in providing customer service support for commercial and consumer clients
•
Computer proficient - working knowledge of customer service software, databases and tools
•
Awareness of industry’s latest technology trends and applications
•
Ability to think strategically and to lead customers
•
Strong client-facing (verbal and written communication) skills
•
Relationship management skills and experience while managing transactions, risk management, compliance, and account opening.
Technology Skills:
•
MS Office applications
Nice to have
•
Salesforce literacy
•
FIS IBS and Q2 online banking experience preferred
•
Computer literacy and knowledge of online banking and mobile banking applications
•
Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.