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)
WiderCircle is a Silicon Valley healthcare start-up that engages with members of the community to learn how to maintain and improve their health, and outlook on life.
Wider Circle is looking for remote Outreach Specialists to join our circle and play a vital role in promoting Connect for Life, our groundbreaking program that connects neighbors for better health, empowering them to live longer, healthier lives while finding joy in one another's company. The successful candidate will use their unique skills to build trust and establish rapport through genuine conversations, leading to the successful onboarding of new members. They will maintain high productivity and conversion rates, excelling in an environment with few restrictions on handle time that provides freedom to engage in quality conversations. If you are passionate about serving your community and love building relationships over the phone, then come join us in our movement to battle healthcare inequity.
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0 Select Customer Relationship Manager jobs found in Sunland Park, NM area