Select Customer Relationship Manager jobs in Spokane, WA

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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Market Client Relationship Manager
  • Bank of America
  • Spokane, WA FULL_TIME
  • Job Description:

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

    Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

    At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

    Position Overview:

    The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.  Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses.  The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. 

    Specific responsibilities include, but are not limited to:

    • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
    • Managing the branch's Wealth Management Client Associates and Service Support Staff
    • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
    • Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
    • Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
    • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
    • Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

    Key Qualifications for the role:

    • Candidates are required to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
    • Minimum 5 years professional experience required
    • Current or previous Merrill Wealth Management experience strongly preferred
    • Self-motivated and client centric
    • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
    • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
    • Prior trend analysis experience
    • Strong customer service and communication skills
    • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

    Desired Qualifications:

    • Bachelor’s degree or equivalent work experience

    Additional Details:

    Responsible for overall delivery and management of the client service experience for the Division and Market. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Wealth Management clients. Responsible for transition and coordination of clients to Merrill Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs in an effort to ensure overall service satisfaction, retention and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.

    Please be advised that under current company policy, Merrill Wealth Management does not sponsor a visa petition or other work authorization for this position.

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 3 Days Ago

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SBA Relationship Manager
  • GESA CREDIT UNION
  • Spokane, WA OTHER
  • Job Details Level: Experienced Job Location: Spokane Loan Center - Spokane, WA Position Type: Full Time - Salary Education Level: High School Salary Range: $78,693.28 - $118,039.92 Salary/year Descrip...
  • 1 Month Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Spokane, WA OTHER
  • Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great op...
  • 1 Month Ago

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SBA Relationship Manager
  • Northwest Bank
  • Coeur d'Alene, ID FULL_TIME
  • Position SummaryThe SBA Relationship Manager reports to the SBA Market President. Originates loans and offers products and services to business and professional clientele. Establishes, develops, and r...
  • 1 Month Ago

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Healthcare Business Banking Relationship Manager
  • 300 U.S. Bank National Association
  • Spokane, WA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 4 Days Ago

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Healthcare Business Banking Relationship Manager
  • U.S. Bank National Association
  • Spokane, WA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 7 Days Ago

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0 Select Customer Relationship Manager jobs found in Spokane, WA area

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Customer Service Representative I
  • Monaco Enterprises Inc
  • Spokane, WA
  • Job Description Job Description Monaco Enterprises, Inc., a Spokane Valley based manufacturer of Fire and Emergency Mana...
  • 3/29/2024 12:00:00 AM

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Sales Team Lead
  • Spherion
  • Spokane, WA
  • Spherion Staffing is looking to fill a direct hire Sales Team Lead in a formal retail sales company. This company is a v...
  • 3/29/2024 12:00:00 AM

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FT Customer Support Associate - Work From Home>
  • Vetcove
  • Spokane, WA
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay / Medical, Dental, and Vision / 401k / Home offic...
  • 3/29/2024 12:00:00 AM

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Pharma Support Services Specialist
  • Option Care Health
  • Spokane, WA
  • Extraordinary Careers. Endless Possibilities. With the nations largest home infusion provider, there is no limit to the ...
  • 3/29/2024 12:00:00 AM

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Customer Service Representative (Spokane, WA)
  • Wilbur-Ellis Company, Inc.
  • Spokane, WA
  • This position provides administrative, and clerical support and is a team member in the interactions and interface betwe...
  • 3/29/2024 12:00:00 AM

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Reservation Agent
  • U-Haul International, Inc.
  • Spokane, WA
  • Assist with calls from and to customers. Help support field team members and U-Haul dealerships with equipment and reser...
  • 3/29/2024 12:00:00 AM

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Service Account Manager - Spokane, WA
  • Gordon Truck Centers
  • Spokane, WA
  • Greet and communicate with customers and initiate service write up for repairs. Accurately take customer information, re...
  • 3/28/2024 12:00:00 AM

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Account Representative
  • SMC Corporation of America
  • Spokane, WA
  • Job Description Job Description PURPOSE The Account Representative maintains and grows relationships with customers whil...
  • 3/27/2024 12:00:00 AM

Spokane (/ˌspoʊˈkæn/ (listen) spoh-KAN) is a city in Spokane County in the state of Washington in the northwestern United States. It is located on the Spokane River west of the Rocky Mountain foothills in eastern Washington, 92 miles (148 km) south of the Canada–US border, 18 miles (30 km) from the Washington–Idaho border, and 228 miles (367 km) east of Seattle along Interstate 90. Known as the birthplace of Father's Day, Spokane's official nickname is the "Lilac City". A pink, double flower lilac variety known as 'Syringa Spokane' is named for the city. It is the seat of Spokane County and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$78,115 to $111,345
Spokane, Washington area prices
were up 2.9% from a year ago