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 FUNCTION:
This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their consumer borrowing needs, while referring other needs to appropriate partners. This position will be responsible for aiding in the consumer and commercial loan and deposit growth of NDFCU by assisting with SEG Development and on-site sign-up events. This position will also have responsibilities of assisting with branch and/or Shamrock Center duties. This position will initiate outbound calls to strengthen relationships with members and increase our overall share in the market. This position will actively seek referrals and follow up on new leads while identifying sales prospects. This position will actively contribute to the achievement of sales and service goals to meet both professional and business goals while achieving member satisfaction, revenue generation, and establishing long-term member relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties identified below are the essential functions of the position and other duties may be assigned.
No requirement.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position will require the knowledge to effectively process all consumer loan applications and analyzes loan products to attain the lending goals and objectives of the Credit Union. A professional appearance and attitude are required. In addition, such persons must be able to generate applications and process loans in a timely manner.
Clear All
0 Select Customer Relationship Manager jobs found in Tucson, AZ area