In this role, the selected candidate will be erving as the interface between the IT team and business users, the CRM Manager will be responsible for the enterprise wide implementation of new CRM capabilities and the deployment/training to users within the Sales and Service/Support organizations.
This key position, as part of the eCommerce Team, is responsible for being the product manager of Customer Relationship Management (CRM) solution that includes its current proprietary system (SalesBook) and any future 3rd party systems (i.e. Salesforce) .
In this role, you will work well within a team environment and collaborates closely with internal partners to deliver customer solutions. The selected candidate will monitor maturing loans and upcoming renewals.
The Premier Relationship Manager is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent clientele through banking and borrowing needs, as well as, investments services.
In this role, you will be responsible to develops and executes strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Manages risk and maximizes profitability for entire portfolios of clients. Leverages client insight and sales tools to proactively identify and successfully convert sales opportunities.
In this role, the selected candidate will deliver proactive account management, including, but not limited to; understanding client goals & objectives, implementing a strategic relationship process, developing and maintaining client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensuring client is aware of Lincoln products and services capabilities and identifying opportunities to increase assets under management.
In this role, you will be responsible for ensuring the optimizing of all customer relationships which entails developing revenue growth through generation and cross selling of all applicable bank products including deposits, loans, and other services in all Huntington segments to customers.
Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M. Proactively consult the business owners in achieving their financial goals by providing smart financial solutions for personal and business needs.
In this role, you will create and drive strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.