Relationship Manager - Sales jobs in New Mexico

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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Relationship Manager
  • United Capital Financial Advisors LLC
  • Albuquerque, NM FULL_TIME
  • 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:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce.

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.

    MINIMUM QUALIFICATIONS:

    EDUCATION AND EXPERIENCE:

    • Bachelor’s degree or equivalent work experience with minimum 3-5 years Customer Service.
    • Series 65 or 66 is a plus.

    REQUIRED KNOWLEDGE OF:

    • Microsoft Office (Outlook, Word, PowerPoint, and Excel)
    • Experience with Salesforce or similar CRM
    All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

    Must be legally authorized to work in the United States without sponsorship for employment visa status.
  • 8 Days Ago

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Client Relationship Sales Representative
  • UniTrust Financial Group
  • Albequerque, NM FULL_TIME
  • Client Relationship Sales Representative Location: Remote (Work From Home) Job Description: InsuraTec Services Group is seeking motivated and client-focused individuals to join our team as Client Rela...
  • 1 Day Ago

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Client Relationship Sales Representative
  • UniTrust Financial Group
  • Santa Fe, NM FULL_TIME
  • Client Relationship Sales Representative Location: Remote (Work From Home) Job Description: InsuraTec Services Group is seeking motivated and client-focused individuals to join our team as Client Rela...
  • 2 Months Ago

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Relationship Banking Manager
  • CrossFirst Bank
  • Clayton, NM FULL_TIME
  • OverviewThe Relationship Banking Manager manages overall sales and operations of the Personal and Relationship Banking teams; ensure success, growth and profitability of the Bank. Lead the Personal an...
  • 1 Day Ago

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VP, Relationship Manager
  • Enterprise Bank & Trust
  • Albuquerque, NM FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • 2 Months Ago

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Dealership Relationship Manager- Field Rep
  • Automobile Finance Company
  • Albuquerque, NM FULL_TIME
  • We are a growing company seeking a motivated individual. The right candidate must have * Ability to develop and maintain dealer relations. * Strong communication skills. *Analytical mind * Goal driven...
  • 10 Days Ago

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Relationship Manager
  • MayTech Global Investments
  • Company Overview MayTech Global Investments, LLC is a 100% independent, employee-owned premium investment management fir...
  • 3/19/2024 12:00:00 AM

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Relationship Manager
  • Royal Business Bank
  • JOB SUMMARY Responsible for developing new businesses and maintaining strong relationships with existing customers, iden...
  • 3/19/2024 12:00:00 AM

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Relationship Manager
  • Archer
  • Berwyn, PA
  • About Archer: Archer's technology and services help investment managers achieve their strategic goals. Archer provides a...
  • 3/19/2024 12:00:00 AM

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Relationship Manager
  • TritonPoint Wealth
  • Overview: TritonPoint Wealth, renowned for its entrepreneurial and independent spirit, seeks a Relationship Manager who ...
  • 3/18/2024 12:00:00 AM

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Relationship Manager
  • BHI
  • Miami, FL
  • Job Summary This position’s primary responsibility is new business development and existing / new account management. Or...
  • 3/17/2024 12:00:00 AM

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Enterprise Relationship Manager - Sales Solutions
  • LinkedIn
  • New York, NY
  • Company Description LinkedIn is the world's largest professional network, built to create economic opportunity for every...
  • 3/16/2024 12:00:00 AM

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Mid Market Relationship Manager, Sales Solutions
  • LinkedIn
  • Sunnyvale, CA
  • Company Description Imagine what we can do together. At LinkedIn, we believe amazing things can happen when we work toge...
  • 3/16/2024 12:00:00 AM

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Relationship Manager
  • ADP
  • Austin, TX
  • NOTE: This position can be filled in TX, highly preferably within the Houston, TX, area to manage a book of business to ...
  • 2/14/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$57,122 to $74,799

Relationship Manager - Sales in Hopkinsville, KY
Why this is important? When two people enter into a relationship, a set of rules emerges.
January 31, 2020
Relationship Manager - Sales in Fairbanks, AK
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February 13, 2020
Relationship Manager - Sales in Sumter, SC
Tom Cruise might’ve been referring to the business of sports representation in that classic movie, but sales professionals should take note of his advice.
December 10, 2019