Relationship Team Member

Relationship Team Member



The Relationship Team Member will be the main point of contact for an assigned customer base to provide exceptional customer service and resolution to support requests to drive high level customer satisfaction.


Essential Duties and Responsibilities of Relationship Team Member:

  • Work closely with all internal departments to ensure exceptional customer satisfaction, problem resolution, and diligent resolution of customer requests.
  • Facilitate a positive and productive long-term relationship by being the designated team member as it relates to any customer support need.
  • Act as the single point of contact for each assigned customer, assist with the research and resolution of all matters, for all products and services.
  • Builds and maintains close working relationships with all levels of customer staff and management to ensure the long-term viability of the relationship.
  • Accurately process customer needs, including special requests.
  • Ability to be a trusted advisor to the customer and uses in-depth knowledge of the company’s technology, products and services to help customers formulate direction.
  • Maintain internal database with customer contact information.
  • Continual communications with customer to ensure; hardware upgrades, 3rd party software, contract / license renewals, and ancillary products as needed.
  • Establish strong working relationships with client services and internal departmental teams to ensure timely customer satisfaction and resolutions.
  • Maintain industry and product knowledge.
  • Create, monitor, follow-up and complete customer requests.
  • Manage multiple tasks from start to completion using internal resources.
  • Other duties as assigned.


Required Qualifications/Skills for Relationship Team Member:

  • Bachelor’s degree in Business, Finance, Economics or a related field preferred; equivalent experience and education may be substituted
  • 1 – 3 years exceptional account management / relationship building experience required
  • Strong attention to detail, diligent problem resolution and customer satisfaction results driven
  • Excellent communication skills; written and verbal
  • Strong team player that can provide input and collaboration
  • Must be self-driven
  • Needs to be a client advocate with passion for customer service excellence
  • Above average Microsoft office product suite knowledge



  • Depending on Experience and Education



  • Great work culture with career growth potential
  • 100% employer paid medical insurance!
  • Excellent benefits package including vision, dental, 401(k) and many more
  • Enjoy work life balance with generous Paid Time Off and Paid Holidays
  • Educational assistance is available
  • Work for an amazing team where we are committed to making your work day awesome
  • Join a company that creates a fun work environment, including golf outings, baseball games, monthly company provided lunches, and an outstanding holiday party!



  • Non Exempt



Automated Systems’ mission is to Build Strong Relationships with Community Banks to Create Innovate Solutions.

We believe that each employee contributes directly to the growth and success of Automated Systems, Inc. and Insite Data Services, Inc.! We are confident that you will take pride in being a member of our team.

Automated Systems is an Equal Opportunity Employer who complies with all Federal, State, and Local laws prohibiting discrimination in employment.


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