Relationship Manager
CurrentBuild strong relationships with your teammates, business partners and specialists by fostering teamwork, partnership and collaborationMeet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and proceduresYou will conduct outbound and inbound client engagement activities, adhering to call monitoring policiesYou will be participating in weekly proactive planning sessions for client engagement activities and drive sales-related topicsSell financial products (for example, credit cards, CDs, IRAs, small business loans) and open deposit accountsQuote rates, terms and programs for loan customers-Respond to customer inquiries and concerns and create customized solutionsMonitor and track daily/weekly sales activitiesExecute sales and service tactics, activities and processes, as defined by company policies and proceduresProactively manage risk in every business, product and service transaction leveraging available toolsComply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfactionAssist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile bankingLeverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
