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)
This position reports to the Director of Enrollment and interfaces daily with members of the offices of Admissions, Enrollment, and graduate programs in both the Schools of Medicine and Health Professions. Primarily responsible for updating and maintaining the customer relationship management system (CRM) to support institutional enrollment goals with a focus on the enrollment funnel. This fast-paced position is also responsible for continued staff and constituent training on utilizing the CRM for efficient end-user results.
A Bachelor’s degree and at least three years of related experience working with a CRM tool, preferably in a higher education setting. Prior Liaison Enrollment Management Platform (EMP) experience preferred.
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