Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience; anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
In this role, you will focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
In this role, you will support additional activities included in GoodBetterBest of OPM Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement.
The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, and Trade Corrections and Document Control where the review and approval of all Client Financial transactions takes place.
Develop weekly and monthly KPI and dashboard reporting to measurement customer segment behavioral analytics, demographic profiles, contact analysis and database composition to share with key stakeholders and provide actionable insights and opportunities from that data.
The Relationship Manager is responsible for maintaining and growing existing client revenues, as well as identifying and acquiring new business opportunities to ensure HCR achieves its business and revenue objectives.
The role of the Technology Relationship Manager (TRM) is to build alignment between the client's technology agenda and Investor Services (IS) Technology to ensure that all technology deliverables are managed successfully.
Assists Relationship Manager with identifying prospects and opportunities with existing clients as part of U.S. Banks Building Deeper Relationships (BDR) initiative. Accompanies Relationship Manager on customer/prospect calls.
In this role, the selected candidate will be responsible for overall delivery and management of the client service experience for the Market and Complex; accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
Provide a high touch, high value experience to the client base. Including responding to all inquiries with a two hour time frame and updating clients on the status of open items daily until resolution.