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Client Relationship Manager

Bank of the San Juans

Client Relationship ManagerLove Where You Work!At Mountain West Bank, our employees love where they work! Our employees describe our culture as one that promotes having fun at work and being one big happy family. We take every opportunity we can to recognize and appreciate our employees, not only on designated days, but all throughout the year. We love investing in our employees whether it be in the form of our generous 401(k) contributions or our robust training programs. We also love volunteering in our communities and love delivering the unexpected not only to each other but to our customers and the community.Love Where You Live!We love where we live, and we try to make our communities a little better, both individually and as a team. We strongly encourage all our employees to give back to the community in which they live and we even pay them to do so. Do you have a desire to make your city a better place to live? We just might be able to help you do it.A Strong FoundationMountain West Bank operates exclusively in the state of Idaho serving Bonners Ferry, Ponderay, Sandpoint, Coeur d'Alene, Post Falls, Hayden, Boise, Meridian, Eagle, Nampa, Hailey and Ketchum. We are one of 17 division banks under the Glacier Bancorp umbrella. Glacier Bancorp, Inc. is a community banking organization with assets greater than $29 billion, operating in banking offices across eight western states: Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona, Nevada, and Texas. Since 2015 we have been recognized as one of America's Best Banks, America's Best-In-State-Companies (top holding company), one of America's Best Employers By State, one of America's Most Trusted Companies and one of the World's Best Banks, according to Forbes Best Banks lists.Ready to LOVE WHERE YOU WORK?The Client Relationship Manager serves as a leader within Mountain West Bank's new headquarters branch in beautiful downtown Coeur d'Alene, delivering an elevated, relationship-focused banking experience for business owners, professionals, nonprofit organizations, municipalities, and personal banking clients.This role is ideal for a service-minded professional who thrives in a boutique environment where personalized attention, relationship development, and operational excellence are paramount. The Client Relationship Manager provides day-to-day leadership for branch staff while serving as a trusted resource for clients, identifying solutions, strengthening relationships, and ensuring exceptional execution of branch operations.Success in this role requires professionalism, initiative, sound judgment, and a passion for creating memorable client experiences that differentiate Mountain West Bank from traditional banking institutions.Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Uphold and actively promote the bank's core beliefs, core values, and customer service standards, collectively known as "Our Compass".Provide day-to-day leadership, coaching, and supervision of branch personnel while fostering a culture of exceptional service and accountability.Deliver a concierge-level banking experience through personalized relationship management and proactive client engagement.Contribute to branch growth engagement with local businesses, community organizations, nonprofit leaders, and civic stakeholdersSupport commercial lending, professional banking and mortgage teams with client account activities' needs and maintenance.Promote Bank's High-Performance Growth (HPG) program, the referral process, and the Tell-a-Friend program, striving to exceed company goals.Perform advanced universal banker functions including account opening, maintenance, consumer lending support, and complex client servicing.Maintain accurate records and operational documentation submission and reporting.Regular and predictable attendance is an essential function of this job.Support audits, compliance reviews, and risk management activities.Ensure branch security and adherence to regulatory requirements, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.About YouRequired Qualifications and ExperienceHigh School diploma or equivalent.Minimum 5 years of banking, financial services, professional services or another client focused environment known for exceptional relationship-based service.Previous supervisory, leadership or team lead experienceDemonstrated success building and maintaining long-term client relationships.Experience identifying client needs and recommending appropriate products, services, or solutions.Proven ability to deliver highly personalized service experience to discerning clients.Excellent communication, professionalism, and interpersonal skills.Preferred Qualifications and ExperienceBanking, credit union, wealth management or financial services experience.Experience opening and servicing deposit accounts or financial products.Consumer lending experienceExperience working with business owners, professionals, nonprofit organizations, or government entities.Current TechXpert certification or willingness to obtain certification within six months of hire.ADA Requirements Physical RequirementsIs able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.Working ConditionsMust be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.Mental and/or Emotional RequirementsMust be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.Mountain West Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.What We OfferCOMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical

Vacancy posted 9 hours ago
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