Relationship Manager - Sales jobs in Colorado

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
Institutional Sales and Relationship Manager
  • U.S. Bank National Association
  • Denver, CO 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 succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    Job Description

    PFM Asset Management (PFMAM) is currently seeking an Institutional Sales and Relationship Manager to join with other team members in new business development and client management for its investment advisory practice in the rocky mountain region. The role will be based in one of our rocky mountain office locations, with consideration for a hybrid work from home arrangement. This position affords the successful candidate an opportunity to join other seasoned professionals in working with public agencies to build new relationships and service existing clients. We seek a self-motivated professional who can identify and pursue opportunities, meet and exceed client deliverables to ensure retention and drive asset growth.

    This position will initially focus on sales and relationship management of shareholders for CSIP, a local government investment pool that provides services to municipalities throughout the state.

    Key tasks include:

    • Focuses on developing new direct relationships, identify and qualify prospective clients and CSIP shareholders, lead formal presentations to agency governing boards, and work to gain commitment and funding;
    • Develops and manages active pipeline in support of annual sales goals, including weekly updates and active participation in monthly sales reviews and quarterly meetings;
    • Meet with existing shareholders and prospects (prioritizing in-person meetings) on a frequent basis;
    • Lead development of meeting materials, including but not limited to preparing materials for meetings, reviewing investment policies and other relevant data, and ensuring appropriate follow up with prospects, clients, and shareholders;
    • Represent PFMAM and our key clients by attending local government trade association conferences and events;
    • Gain and leverage in-depth knowledge of PFMAM’s products and services
    • Work with internal partners to ensure smooth implementation of new client accounts and towards fulfillment of current client and shareholder needs;
    • Create innovative ways of educating clients and prospects on current market events and investment opportunities.
    • May supervise work of junior employees

    Qualified applicants should have substantial knowledge of Colorado public agencies, business development experience, knowledge of liquidity and fixed-income securities or comparable bank offerings, and experience working in or with public sector and other institutional investors.  Individuals interested in this role should possess strong interpersonal skills, be self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.

    REQUIREMENTS

    • Bachelor's degree with at least 7 years of related sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas.
    • Current, active Series 6 & 63 certifications are desired, or candidate must be willing to obtain within 90 days of start date as a requirement of employment in this role.
    • Strong knowledge of fixed income funds, short and intermediate term fixed income investments, and money market instruments.
    • Self-motivated and proactive to identify new opportunities.
    • Excellent presentation, verbal, and written communication skills
    • Well-developed analytical and problem-solving skills; fast learner
    • High proficiency with Microsoft Office products, especially Power Point and Excel
    • Ability to manage and prioritize multiple tasks and adapt to a changing, fast-paced environment.
    • Ability to operate successfully in a team environment.
    • Strong customer orientation.
    • Ability to travel on average 60% per week, primarily within Colorado and the Rocky Mountain region, to meet position requirements.

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Benefits: 

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    • Healthcare (medical, dental, vision)

    • Basic term and optional term life insurance

    • Short-term and long-term disability

    • Pregnancy disability and parental leave

    • 401(k) and employer-funded retirement plan

    • Paid vacation (from two to five weeks depending on salary grade and tenure)

    • Up to 11 paid holiday opportunities

    • Adoption assistance

    • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    EEO is the Law

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $102,340.00 - $120,400.00 - $132,440.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
  • 1 Month Ago

C
Relationship Manager, AS Relationship Management
  • Charles Schwab Inc.
  • Lone Tree, CO FULL_TIME
  • Your Opportunity Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage...
  • 3 Days Ago

T
Relationship Manager
  • Team Select Home Care
  • Colorado, CO FULL_TIME
  • Overview You can apply by texting TSC to 97211 Now offering DailyPay! Ask us about it! Are you looking for an exciting opportunity with an expanding home health care company? Are you eager to prove yo...
  • 22 Days Ago

F
Relationship Manager
  • Food Management Search
  • Fort Collins, CO FULL_TIME
  • Riverlink is seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass o...
  • 24 Days Ago

T
Relationship Manager
  • Team Select Home Care
  • Aurora, CO FULL_TIME
  • Overview You can apply by texting TSC to 97211 Now offering DailyPay! Ask us about it! Are you looking for an exciting opportunity with an expanding home health care company? Are you eager to prove yo...
  • 17 Days Ago

G
Relationship Manager
  • Gables Search Group
  • Fort Collins, CO FULL_TIME
  • Riverlink is seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass o...
  • 17 Days Ago

I
Relationship Manager
  • Israel Discount Bank of New York
  • New York, NY
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 3/29/2024 12:00:00 AM

S
Relationship Manager
  • Sabal Trust Company
  • Tampa, FL
  • Job Description Job Description Position: Trust & Financial Services Associate: Sabal Trust Company, Florida's largest e...
  • 3/29/2024 12:00:00 AM

B
Relationship Manager
  • Brookstone Capital Management
  • Wheaton, IL
  • About Us: Brookstone Capital Management is a dynamic and forward-thinking national Financial Services firm with ~$9B in ...
  • 3/28/2024 12:00:00 AM

B
Relationship Manager
  • BHI
  • Miami, FL
  • Job Summary This positions primary responsibility is new business development and existing / new account management. Ori...
  • 3/28/2024 12:00:00 AM

C
Relationship Manager
  • Claire Myers Consulting
  • Wichita Falls, TX
  • Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial...
  • 3/28/2024 12:00:00 AM

O
Relationship Manager
  • OPENLANE
  • Fredericksburg, VA
  • Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30...
  • 3/26/2024 12:00:00 AM

W
Relationship Manager
  • WaFd Bank
  • Medford, OR
  • Min: USD $85,000.00/Yr. Max: USD $130,000.00/Yr. Job Summary: A Relationship Manager is responsible for developing a bus...
  • 3/26/2024 12:00:00 AM

B
Relationship Manager
  • BSF
  • Walnut Creek, CA
  • POSITION OVERVIEW: The Relationship Manager is responsible for developing and managing client relationships with local b...
  • 3/26/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$62,565 to $81,927

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