2UniFi-Admin - Client Account Manager

It starts with a mission, and our mission is to disrupt every small business owner’s struggles.

Time is scarce, and decision making can be hard when visibility is limited. Today everything is spreadsheets with manual processes.

Our small business community deserves more.  A single piece of data can change everything. Access to timely, relevant, and accurate insights to allow confident decision making; that is our dream for each small business owner.

2UniFi, unique new small business platform from NBH, is designed to bring a complete financial platform to each small business’s fingertips.

Join us as we build a new vision at a strong and dynamic company. Help us create the future of banking.

While our platform is beautifully designed, there is still a bit of complexity behind the experience, so our Client Account Managers will need to be extremely competent in solving technical issues and having the ability to navigate partnerships with various teams to enhance our product, tackle technical issues, and implement bug fixes, while dealing with general client facing processes.

Additionally, Client Account Managers are expected to continually strive for innovation, efficiency, proactively remediate problem areas, write documentation, and educate Clients on functionality and tools that will be beneficial to their success.  Building a great rapport with our clients and fellow associates in central to both yours and the company’s long term grown. 

All associates are expected to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

Minimum Requirements:

• High school diploma or equivalent
• Have at least 3-5 years of direct leadership experience in customer support or other user-facing teams within fast-paced, technology-driven environments
• Be highly adept at handling technically challenging tickets, including but not limited to those related to banking.
• Ability to effectively engage and communicate with clients through email, web chat and verbal proficiencies.
• Strong relationship management skills

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• Possess the ability to empathize with business owners while creatively navigate challenging service restraints/needs.
• Be flexible, self- motivated, and have the capacity to build something new. Be a lifelong learner. Committed to personal growth and professional growth.
• Industry interest with knowledge of the US Banking/Financial services landscape and an understanding of market challenges
• Values diverse perspectives, with excellent communication skills
• Ability to think creatively and meet challenges with resourcefulness.

• Take initiative to research and resolve client problems concerning product and/or platform related issues utilizing the tools and resources available.
• Ability to make quick pivots to support incoming client communications via different channels to meet departmental level priorities.
• Must be self-motivated, proactive, service-oriented team player with good interpersonal skills.
• Well developed and proven organization skills with ability to utilize time efficiently.
• Proficient in MS Office applications which include Outlook, Word, and Teams
• Absolute discretion when dealing with client confidential matters.
• Strong typing skills to meet production needs of the position.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role.
• Must be able to work at a rapid pace while sitting for long periods of time (typically no longer than 12 hours).
• Must be able to work overtime to the extent necessary.

Incentive and Benefits:

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Thank you for your application! 
 The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.