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Client Relationship Manager at Kish

Location
Lewistown, Pennsylvania
Type
Full-time
Level
mid
Posted

Description

Kish Bank is hiring a full-time, on-site Client Relationship Manager for its Kish Creek Financial Center in central Pennsylvania. The role serves as the primary contact for assigned clients, manages meetings, scheduling, documentation, service requests, paperwork, referrals, onboarding, and client transitions, while coordinating with Financial Advisors and internal partners. The position requires strong financial-services client-support experience, CRM and Microsoft 365 proficiency, and Series 7 and Series 66 licensing or the ability to obtain it within one year of hire.

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