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)
Where Talent Meets Opportunity
Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.
ABOUT THE JOB
Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.
WORK YOU’LL DO:
WHAT YOU’LL NEED TO BE SUCCESSFUL:
MINIMUM QUALIFICATIONS:
EDUCATION AND EXPERIENCE:
REQUIRED KNOWLEDGE OF: