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)
JOB SUMMARY:
The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue
and number of merchants within an assigned territory through sales and building long-term relationships,
primarily with referral sources and associated merchants. This role will target growth from existing
customers, and new potential customers/prospects for Banc Card’s business.
JOB DUTIES AND RESPONSIBILITIES:
• Builds and maintains a network of bank partners from which to identify new sales leads.
• Sell new merchant accounts, whether self-sourced or referred by referral sources.
• Communicates with customers and leads to identify and understand their product or service needs;
identifies and suggests products and services to meet those needs.
• Demonstrates the functions and utility of products or services to customers based on their needs.
• Ensures customer satisfaction through ongoing communication and relationship management; resolves
any issues that may arise post-sale.
• Maintains communication with existing and previous customers, alerting them of new products,
services, and enhancements that may be of interest.
• Reviews and utilizes reports regarding sales activities including calls, sales, lost business, and any
customer or vendor relationship issues.
• Performs other duties as assigned.
EDUCATION AND EXPERIENCE:
• Bachelor’s degree preferred in Marketing, Sales, Business, Communication or related field
• Two (2) years of sales experience preferred.
KNOWLEDGE, SKILLS AND ABILITIES:
• Excellent interpersonal and customer service skills.
• Excellent sales and negotiation skills.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite and/or related software.