Relationship Manager - Sales jobs in Albuquerque, NM

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)

U
Relationship Manager
  • United Capital Financial Advisors LLC
  • Albuquerque, NM FULL_TIME
  • Where Talent Meets Opportunity 

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.  

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce.

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.
  • 5 Days Ago

E
VP, Relationship Manager
  • Enterprise Bank & Trust
  • Albuquerque, NM FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • Just Posted

P
Relationship Manager I - Business Banking
  • PNC
  • Albuquerque, NM FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 4 Days Ago

C
Verizon Sales Consultant
  • Cellular Sales
  • Los Lunas, NM OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $68000 – $122000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 19 Days Ago

C
Verizon Sales Consultant
  • Cellular Sales
  • Rio Rancho, NM OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $68000 – $122000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 21 Days Ago

C
Verizon Sales Consultant
  • Cellular Sales
  • Albuquerque, NM OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $68000 – $122000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment? C...
  • 23 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Relationship Manager - Sales jobs found in Albuquerque, NM area

H
Sales Representative - Payments
  • Heartland
  • Albuquerque, NM
  • Sales Representative - Payments Are you a sales professional looking to join a company that's on the rise? Look no furth...
  • 3/28/2024 12:00:00 AM

T
Travel Cath Lab Technologist - $2,838 per week
  • TRS Healthcare
  • Albuquerque, NM
  • Springboard Healthcare is seeking a travel Cath Lab Technologist for a travel job in Albuquerque, New Mexico. Job Descri...
  • 3/28/2024 12:00:00 AM

S
Senior Restaurant Manager
  • Strategos Hire LLC
  • Albuquerque, NM
  • Job Description Job Description WHAT WE OFFER • Diverse Culture • Comprehensive benefits - Medical, Dental, Vision & Lif...
  • 3/28/2024 12:00:00 AM

P
Government Relations Manager
  • PMI (Project Management Institute)
  • Albuquerque, NM
  • Government Relations Manager United States * Virtual Req #463 Thursday, December 28, 2023 Want to help people learn the ...
  • 3/27/2024 12:00:00 AM

O
Market Sales Manager - Albuquerque/ El Paso
  • OPENLANE
  • Albuquerque, NM
  • Who We Are: At OPENLANE we make wholesale easy so our customers can be more successful. We're a technology company build...
  • 3/27/2024 12:00:00 AM

E
VP, Relationship Manager
  • Enterprise Bank & Trust
  • Albuquerque, NM
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 3/26/2024 12:00:00 AM

T
Business Development Manager
  • The Mind Research Network
  • Albuquerque, NM
  • Overview: Under the direction of the Senior Director of Non-Clinical Drug Development and with limited direction, the Bu...
  • 3/24/2024 12:00:00 AM

B
Restaurant Manager
  • BJ's Restaurants
  • Albuquerque, NM
  • Overview: Do you challenge yourself to always do things right and do them better? Then you will thrive at BJ’s Restauran...
  • 1/3/2024 12:00:00 AM

According to the United States Census Bureau, Albuquerque has a total area of 189.5 square miles (490.9 km2), of which 187.7 square miles (486.2 km2) is land and 1.8 square miles (4.7 km2), or 0.96%, is water. Albuquerque lies within the northern, upper edges of the Chihuahuan Desert ecoregion, based on long-term patterns of climate, associations of plants and wildlife, and landforms, including drainage patterns. Located in central New Mexico, the city also has noticeable influences from the adjacent Colorado Plateau semi-desert, Arizona-New Mexico Mountains, and Southwest plateaus and plains ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$58,227 to $76,245
Albuquerque, New Mexico area prices
were up 2.5% from a year ago

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