Relationship Manager - Sales jobs in Stroudsburg, PA
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)
Recently Added Relationship Manager - Sales jobs
Client Relationship Manager
- Transcend Practice Management
-
Bethlehem, PA
FULL_TIME
-
LICENSED CLIENT RELATIONSHIP MANAGER
Location: Bethlehem, PA (Full-time, in office)
Compensation: $70,000 to $80,000
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Wealth Manager Coordinator to the team who will support the firm’s Wealth Advisors. The attributes that we are looking for in a teammate include:- Insistent attention to detail
- Passionately committed to serving and caring for other people
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Superior organizational skills
- Excellent communication skills
- Ability to multitask and manage multiple projects as once with efficiency and accuracy
As a Wealth Manager Coordinator, you can expect to:- Demonstrate ability to interact professionally with clients and prospects by phone and in person
- Interact well with other office personnel, support associates, and other third-party affiliations
- Maintain client and office files
- Process new account paperwork, including preparation, transfer, and database updates
- Maintain procedures for client service effectiveness, including but not limited to coordination and maintenance of client relationship management system and client processing system
- Assist in client appointment preparation
- Effectively manage Advisors calendar
- Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
- Maintain client data integrity in CRM and Client Data processing programs
- Prepare mailings and other communications in a timely manner
- Assist clients with contribution and distribution requests
- Complete all required training in a timely manner and recommend any additional training needed to be up to date and more effective with responsibilities
- Strict adherence to client confidentiality policies and guidelines
- Working knowledge of MS Excel, Word, and PowerPoint
- Other duties as assigned
Qualifications for this role include:- College degree is required
- FINRA Series 7, 66, or 63 and 65 is required
- Minimum of two years of experience in an administrative or client service role in the wealth management or related field is required
- Minimum of two years of experience in a client-facing role is required
- Excellent communication and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Superior organizational skills
- Technology-forward and internet savvy
- Ability to adapt
Get in touch today so that we can get to know you! As a Wealth Manager Coordinator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.
#ZR - 5 Days Ago
Patient Care Advocate
- Oakland Manager LLC dba Justice Grown
-
Bethlehem, PA
FULL_TIME
- The Patient Care Advocate (PCA) is responsible for creating an exceptional customer experience for our medical dispensary patients. This role ensures all sales are compliant with state regulations, th...
- 1 Month Ago
Relationship Banker
- Peoples Security Bank & Trust Company
-
Bethlehem, PA
FULL_TIME
- DescriptionIf you are looking for a great place to work, and reach your potential, look toPeoples Security Bank & Trust.We continue to grow and are always looking for the right people to join our team...
- 28 Days Ago
Remote Sales Development Representative
- Inside Sales Solutions
-
Allentown, PA
FULL_TIME
- Join Our Team as a Sales Development Representative (SDR) at Inside Sales Solutions! Are you ready to be part of an innovative company that's shaping the future of B2B technology sales? Inside Sales S...
- 23 Days Ago
Technical Inside Sales
- North East Technical Sales
-
Harleysville, PA
FULL_TIME
- North East Technical Sales is a growing, dynamic private company representing leading manufacturers offering instrumentation for measurement, analysis and control as well as valves and other mechanica...
- 30 Days Ago
Outside Sales Representative
- Sales Partnerships Inc.
-
Allentown, PA
FULL_TIME
- Company DescriptionSales Partnerships, Inc. (SPI) provides turnkey, outsourced selling solutions to mid-sized corporations, global enterprises and venture-backed entities that want to launch or expand...
- 1 Month Ago
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0 Relationship Manager - Sales jobs found in Stroudsburg, PA area
Client Relationship Manager
- Transcend Practice Management
-
Bethlehem, PA
- Job Description Job Description LICENSED CLIENT RELATIONSHIP MANAGERLocation: Bethlehem, PA (Full-time, in office)Compen...
- 4/28/2024 12:00:00 AM
Employee Relations Manager (Hybrid)
- Selective Insurance Group Inc
-
Branchville, NJ
- A new job is a big decision. Don't work just anywhere. Be Selective. Our Business Selective is a midsized U.S. domestic ...
- 4/28/2024 12:00:00 AM
Territory Manager
- Srs Distribution Inc.
-
Pittston, PA
- SRS Distribution Inc. Territory Manager Pittston , Pennsylvania Apply Now We provide teamwork, support and autonomy to o...
- 4/28/2024 12:00:00 AM
Director of Revenue
- Camelback Resort
-
Tannersville, PA
- Job Title: Director of RevenueDepartment: Revenue ManagementReports to: VP of Revenue OptimizationThe Director of Revenu...
- 4/28/2024 12:00:00 AM
Investor Relations Manager
- DLP Capital
-
Allentown, PA
- The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Inve...
- 4/27/2024 12:00:00 AM
Commercial Insurance Account Manager
- YMI Insurance
-
Stroudsburg, PA
- As a Commercial Account Manager, you'll be based in our Allentown office, working alongside a team that values teamwork ...
- 4/27/2024 12:00:00 AM
Client Relationship Manager
- Transcend Practice Management
-
Bethlehem, PA
- Job Description Job Description LICENSED CLIENT RELATIONSHIP MANAGER MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDU...
- 4/26/2024 12:00:00 AM
Casual Customer Care Representative $17 hourly
- Raymour and Flanigan
-
Stroudsburg, PA
- Job Description Who we are: With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We beli...
- 4/26/2024 12:00:00 AM
About Stroudsburg, Pennsylvania
Stroudsburg is a borough in Monroe County, Pennsylvania, United States. It is in the state's Poconos region, approximately five miles (8 km) from the Delaware Water Gap, at the confluence of the Brodhead, McMichaels and Pocono Creeks. It is in northeastern Pennsylvania. It is also the county seat of Monroe County. Stroudsburg is part of the East Stroudsburg, PA Metropolitan Statistical Area, which in turn is part of the New York combined statistical area. The population was 5,567 at the 2010 census.
Stroudsburg is located at 40°59′9″N 75°11′43″W / 40.98583°N 75.19528°W / 40.98583; -75.1952...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$62,703 to $82,112
Stroudsburg, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Relationship Manager - Sales do?
Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
December 22, 2019
Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
February 21, 2020
Manage day-to-day performance of all sales rep team members.
February 02, 2020
Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019