Client Relationship Manager

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.