Relationship Manager - Sales jobs in Mount Pleasant, SC

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)

A
Relationship Manager
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Relationship Manager

    Reports to: Director of Practice Management

    Status: Exempt

    Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.

    Responsibilities:

    • Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
    • Maintain and input tasks for multiple financial advisors and provide regular reports on task status
    • Manage various office-related tasks
    • Greet clients and prospects, ensuring a positive initial impression
    • Plan and support client events and seminars
    • Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients
    • Depositing securities and client checks that are received in office
    • Running client review investment reports and financial planning summaries
    • Handling of insurance application process and follow through
    • Maintaining and updating information in Apollon CRM
    • Identify efficiency opportunities

    Minimum Education:

    • Bachelors Degree preferred

    Skills and Experience:

    • 3 years recent industry experience (Required)
    • Self-starter and motivated to learn
    • Familiar and competent in the Windows suite of programs
    • Embraces working on a team
    • Strong communication with clients both verbally and written
    • Familiarity with Salesforce preferred
    • Knowledge of custodial platforms (Required)
    • Industry licensing (Not Required)

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  • 3 Days Ago

A
Relationship Manager
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
  • 7 Days Ago

S
Sales & Program Manager
  • Sales Focus Inc.
  • Charleston, SC FULL_TIME
  • Sales Focus, Inc., (SFI) the global leader in Sales Outsourcing, is searching for a Sales & Program Manager to “Develop, Train and Grow” an existing sales team in the energy industry. The Sales & Prog...
  • 1 Month Ago

S
National Sales Manager
  • Sales Focus Inc.
  • Charleston, SC FULL_TIME
  • Sales Focus, Inc., (SFI) the global leader in Sales Outsourcing, is searching for a National Sales / Program Manager to “Develop, Train and Grow” an existing sales team in the energy industry. The Sal...
  • 1 Month Ago

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Sr. Commercial Relationship Manager
  • First Horizon
  • Mount Pleasant, SC FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 2 Days Ago

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Business Relationship Manager - HYBRID
  • NexGen Data Systems Inc (NGDS)
  • Hanahan, SC FULL_TIME
  • DescriptionNexGen Data Systems is seeking a Business Relationship Manager (BRM) who will provide support to mission owners within the Data Center and Cloud Hosting Services (DC2HS) division. These res...
  • 18 Days Ago

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0 Relationship Manager - Sales jobs found in Mount Pleasant, SC area

A
Relationship Manager
  • Apollon Wealth Management
  • Mount Pleasant, SC
  • Relationship Manager Reports to: Director of Practice Management Status: Exempt Apollon Wealth Management is looking for...
  • 3/28/2024 12:00:00 AM

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Sr. Commercial Relationship Manager
  • First Horizon Corp.
  • Mount Pleasant, SC
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - Cardiac Cath Lab - $1,909 per week
  • PRN Healthcare
  • Charleston, SC
  • Springboard Healthcare is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Charleston, South Carol...
  • 3/28/2024 12:00:00 AM

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Government Relations Manager
  • PMI (Project Management Institute)
  • Charleston, SC
  • 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

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Project Manager
  • BL Harbert International LLC
  • Charleston, SC
  • Reports to: Senior Project Manager or Project Executive (in absence of SPM) Supervises: Assistant Project Manager and Jo...
  • 3/27/2024 12:00:00 AM

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Sr. Commercial Relationship Manager
  • First Horizon
  • Mount Pleasant, SC
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial servi...
  • 3/26/2024 12:00:00 AM

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Sales, Territory Manager- Coronary Image Guided Therapy Device (West Virgina)
  • Philips
  • Charleston, SC
  • Job Title Sales, Territory Manager- Coronary Image Guided Therapy Device (West Virgina) Job Description Sales, Territory...
  • 3/26/2024 12:00:00 AM

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Licensed Premier Relationship Banker II
  • First Citizens Bank
  • Summerville, SC
  • Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expa...
  • 3/25/2024 12:00:00 AM

Mount Pleasant is a large suburban town in Charleston County, South Carolina, United States. It is the fourth largest municipality and largest town in South Carolina, and for several years was one of the state's fastest-growing areas, doubling in population between 1990 and 2000. The population was 67,843 at the 2010 census,. The estimated population in 2014 was 77,796. At the foot of the Arthur Ravenel Bridge is Patriots Point, a naval and maritime museum, home to the World War II aircraft carrier USS Yorktown, which is now a museum ship. The Ravenel Bridge, an eight-lane highway that was c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$58,809 to $77,008
Mount Pleasant, South Carolina area prices
were up 1.5% 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.
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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.
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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