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)
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Accountable for the generation of new Commercial Banking relationships along with Relationship Management responsibilities of a portfolio of customers. Achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business community. Actively refer to other lines of business across the organization as appropriate.
Ensure Business Development and Sales Objectives are met in compliance with established assignments and ESL policies and procedures.
Proactively manage the assigned portfolio to ensure retention and expansion of relationships. Ensure Annual credit review are completed on a timely basis. 30 %
Adhere to member focused Customer Experience Service Standards. Actively engage in personal and professional development. 15 %
Starting Salary: $154,000 Pay Range: $136,334 - $171,872
This position includes eligibility to participate in incentive program to be discussed at interview
We’re committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
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