Relationship Manager - Sales jobs in Greenville, SC

Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Wealth Relationship Manager Associate
  • CAPTRUST
  • Greenville, SC OTHER
  • Overview

    WHO are we looking for?

     

    A dynamic, energetic Wealth Relationship Manager Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team providing customized service to clients and independent advice. The majority of work performed will be in a client facing capacity. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. A competitive compensation package is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

    Responsibilities

    • Support senior advisor(s) in managing and growing client relationships
    • Manage ongoing communications strategy with clients, prospects & COI’s. Work with Senior Advisors to develop annual plan to execute this strategy, including contact goals and sales goals
    • Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output. Coordinate with planning team as needed.
    • Conduct client/prospect meetings solo or with senior advisors, as needed
    • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
    • Prepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
    • Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST’s research and trading teams. Enter meeting notes in CapConnect.
    • Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities
    • Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

    Qualifications

    Minimum Qualifications:

    • 2 years of applicable industry experience preferred
    • Strong proficiency utilizing Microsoft Office products
    • Four-year college degree in business, preferably with an emphasis in Finance or Accounting

    Desired Qualifications/Skills:

    • CFP or CFP track preferred
    • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
    • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
    • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
    • Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

    WHAT can you expect from your career at CAPTRUST?

     

    Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

     

    Our Employee Benefits Package shows how much we value our team. Some benefits include:

    • Employee ownership opportunities
    • Brick Bonus success sharing program
    • Comprehensive health coverage Virgin Pulse wellness platform
    • 401(k) program with a 5% employer match financial planning for colleagues

    WHERE will you be working?

     

    1116 South Main Street | Greenville, SC 29601

     

    Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

     

    HOW do we build a world class organization one brick at a time?

     

    We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

     

    Are you the next brick?

     

    To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

    • Ability to build successful, collaborative, and trusting relationships
    • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
    • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
    • Inherent desire to give back to our communities and enrich the lives of those around us
    • An other-centered mindset
    • Integrity through maintaining objectivity

    EEO/Diversity Statement:

     

    At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

     

    CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #Associate

  • 20 Days Ago

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Senior Wealth Relationship Manager Associate
  • CAPTRUST
  • Greenville, SC OTHER
  • Overview WHO are we looking for? A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients of the firm. The successful candidate will jo...
  • 23 Days Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Mauldin, SC OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $61000 – $143000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 1 Month Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Clemson, SC OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $61000 – $143000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 1 Month Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Greenville, SC OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $55000 – $100000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 1 Month Ago

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Relationship Banker
  • Truliant Federal Credit Union
  • Greenville, SC FULL_TIME
  • Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships,...
  • 8 Days Ago

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0 Relationship Manager - Sales jobs found in Greenville, SC area

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Sales Professional/ Business Owner
  • City Lifestyle
  • Greenville, SC
  • Join the City Lifestyle Team as a Business Owner City Lifestyle, formerly known as Lifestyle Publications, has been a po...
  • 3/28/2024 12:00:00 AM

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Market Client Relationship Manager
  • The Bank of America Corporation
  • Greenville, SC
  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...
  • 3/28/2024 12:00:00 AM

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Regional Sales Representative - Greenville, SC
  • VEGA Americas, Inc.
  • Greenville, SC
  • **Regional Sales Representative** VEGA Americas, Inc. is a fast-growing organization looking for a **Regional Sales Rep*...
  • 3/28/2024 12:00:00 AM

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Customer Retention Specialist (REMOTE)
  • Feyer&Associates
  • Clemson, SC
  • We are looking for a motivated and empathetic Remote Customer Retention Specialist to join our team. As a Customer Reten...
  • 3/28/2024 12:00:00 AM

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RV Sales Professional
  • Optimum RV Florida
  • Inman, SC
  • Optimum RV, a full-service RV Dealer is seeking Sales Professionals to join our growing team! Were looking for results-d...
  • 3/28/2024 12:00:00 AM

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Senior Network Engineer
  • HCLTech
  • Greenville, SC
  • Job Description – Regional Service Delivery Manager (RSDM- Network Data) Location: USA Mandatory Certification –CCNP Pre...
  • 3/28/2024 12:00:00 AM

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Regional Sales Manager - Greenville, SC
  • vegaamericashiring.com
  • Greenville, SC
  • **Regional Sales Manager** VEGA Americas, Inc. is a fast-growing organization looking for a **Regional Sales Manager** t...
  • 3/27/2024 12:00:00 AM

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Senior Wealth Relationship Manager Associate
  • CAPTRUST
  • Greenville, SC
  • Overview: WHO are we looking for? A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver hig...
  • 3/25/2024 12:00:00 AM

Greenville is located at 34°50′40″N 82°23′8″W / 34.84444°N 82.38556°W / 34.84444; -82.38556 (34.844313, −82.385428), roughly equidistant between Atlanta (145 miles [233 km] southwest), and Charlotte, North Carolina (100 miles [160 km] northeast). Columbia, the state capital, is 100 miles (160 km) to the southeast. Greenville is in the foothills of the Blue Ridge Mountains, a physiographic province of the larger Appalachian Mountains range, and includes many small hills. Sassafras Mountain, the highest point in South Carolina, is in northern Pickens County, less than 40 miles (64 km) northwe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$58,515 to $76,623
Greenville, South Carolina area prices
were up 1.5% from a year ago

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