Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools; build and leverage strategic working relationships both externally and internally.
Manages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships.
The Vendor Relationship Manager works together with the vendor Account Management teams and other key vendor resources to ensure Service Levels, AHT, and areas of Customer Satisfaction and Quality are met.
Responsible for the retention, development and growth of high net worth relationships through cultivating strong working relationships with clients and their other advisors that provides a complete understanding of client needs.
The Senior Relationship Manager- Strategic Business Development (Large National Firm and Strategic Acquiring Firm) role is responsible for managing the enterprise/corporate level relationships of many of company Advisor Services (AS) largest and most complex clients.
Develop circulation strategies and plans related to New Movers. Communicate key results and trends of New Movers programs, as well as industry best practices. Monitor and adjust marketing strategies based on campaign results and goals.
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals; ability to build and leverage strategic working relationships both externally and internally.