Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
PRIMARY OBJECTIVE OF POSITION
The primary objective of this position is business development, origination, underwriting, processing, documentation, monitoring, and servicing of 1 to 4 family – small investor properties (B1-4) portfolio in order to best serve the credit union and its members. Tasks include interviewing, promoting products, making recommendations, analyzing applicant’s business plan and credit worthiness operating within lending authority limits.
ESSENTIAL JOB FUNCTIONS
RELATIONSHIPS AND CONTACTS
Supervise Approximately: None
Reports To: SVP Member Business Services
Contacts: Frequent contact with members face-to-face and by telephone. Tact and diplomacy are paramount to success of position.
EDUCATION
EXPERIENCE
PHYSICAL REQUIREMENTS
Position involves wrist/hand manipulation; frequent viewing of computer monitor; restriction to workstation for extended periods of time.
EQUIPMENT SKILLS
Personal computer with windows environment, scanner, calculator, copy machine.
The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.
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