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)
Job Overview:
We are seeking a Relationship Banker to join our team. As a Relationship Banker, you will play a crucial role in providing exceptional customer service and building strong relationships with clients. You will be responsible for assisting customers with their banking needs and offering financial solutions to meet their goals.
Responsibilities:
- Serve as the primary point of contact for customers, providing personalized assistance and guidance on various banking products and services
- Conduct financial needs assessments to understand customers' goals and recommend appropriate banking solutions
- Open new accounts, process loan applications, and assist with loan origination
- Process customer transactions accurately and efficiently
- Cross-sell bank products and services to meet sales goals
- Build and maintain strong relationships with customers to enhance customer loyalty and satisfaction
- Stay updated on industry trends, products, and services to provide accurate information to customers
- Resolve customer issues or complaints in a timely and professional manner
Experience:
- Previous experience in a banking or financial services role preferred
- Knowledge of loan processing, loan origination, and basic math skills
- Strong interpersonal skills with the ability to build rapport with customers
- Excellent communication skills, both verbal and written
- Proficient in using 10-key typing for accurate data entry
- Detail-oriented with strong organizational skills
Join our team as a Relationship Banker and enjoy competitive pay, comprehensive benefits, and opportunities for career growth in the financial services industry. Apply today to start your journey with us!
Job Type: Full-time
Pay: From $15.00 per hour
Benefits:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
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