Client Relationship Manager

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Relationship Manager Regular Full-Time Lewistown, PA, US Kish Bank is hiring a Client Relationship Manager (CRM) for our Kish Creek Financial Center. This full-time, on-site client service role is ideal for a relationship-driven professional with a background in wealth management, financial planning, banking, or insurance client support. As a Client Relationship Manager, you are the primary point of contact for assigned clients. You'll independently manage client meetings, scheduling, documentation, service requests, and routine paperwork — while partnering closely with a Financial Advisor who handles planning, advice, and complex needs. You'll also own Kish Bank referral relationships from first contact through qualification, onboarding, and ongoing service. This is a growth opportunity to build a financial services career in central Pennsylvania with a community bank that invests in its people. What You'll Do Client Engagement & Relationship Management Serve as the primary relationship contact for assigned clients, conducting periodic reviews covering goals, life changes, and service needs Manage relationships within established authority while preserving each client's connection to their Financial Advisor Coordinate with the associated Financial Advisor to define and reassess service boundaries, escalation criteria, and triggers for greater advisor involvement Escalate complex planning, compliance, and opportunity matters — and coordinate orderly, documented handoffs when client needs exceed the CRM service model Communicate responsibilities, timing, and next steps clearly to clients and internal teams Meeting & Planning Support Manage client scheduling end to end: invitations, confirmations, rescheduling, and meeting preparation Record complete meeting notes, action items, and follow-up tasks in our CRM system with timely post-meeting summaries Own routine service requests from receipt through completion, coordinating with clients, custodians, carriers, and internal partners Prepare, submit, and track routine service paperwork, signatures, and outstanding requirements while maintaining compliant records Marketing & Business Development Serve as the primary contact for Kish Bank referrals with timely, professional follow-up Manage referrals through qualification, relationship assignment, onboarding, and ongoing service — coordinating handoffs with bank partners, advisors, and specialists Track referral sources, prospect activity, relationship status, and outcomes Review your assigned book of business to identify service, retention, growth, and segmentation opportunities New Business & Onboarding Coordination Manage onboarding from initiation through new business placement Gather required statements and supporting materials Track applications, outstanding requirements, and pending signatures Deliver and review digital Welcome Packets with new clients Professional Standards & Teamwork Maintain confidentiality, professionalism, and ethical standards Participate actively in team meetings and continuous-improvement initiatives Communicate and coordinate consistently with internal partners How Success Is Measured Client inquiries and Kish Bank referrals acknowledged within one business day Client meetings completed on the servicing schedule Meeting notes, tasks, and follow-ups entered in the CRM within one business day Service requests and paperwork completed accurately and in good order Referrals tracked from receipt through outcome with timely partner communication Regular coordination with the Financial Advisor on client status and transitions Qualifications Bachelor's degree in finance, business, accounting, economics, or a related field preferred — relevant financial-services experience may substitute for a degree Experience in wealth management, financial planning, banking, insurance, or financial-services client support preferred Strong understanding of financial planning concepts and products Excellent relationship-building and communication skills Sharp organization, time management, follow-through, and attention to detail Proficiency with CRM systems, Microsoft 365, digital document and e-signature tools, and workflow-management technology A genuine desire to learn, grow, and deliver outstanding client service Licensing Series 7 and Series 66 (or Series 7, 63, and 65) plus applicable life insurance licensing preferred If not already licensed, you must obtain licenses within one year of hire. Kish supports this effort with training. #J-18808-Ljbffr