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)
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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