Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Under the supervision of the President, the CRM will be responsible for supervising and training the Sale and Marketing Team. The CRM will also provide opportunities for development of the Sale and Marketing Team by identifying markets, executing sales plans, and forecasting. The CRM will support and grow the Winco dealer base by building existing and new relationships while also identifying areas of opportunity by monitoring tactical markets.
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