The Customer Success Manager is an essential person within our team to promote customer confidence and manage the customer relationship. This individual I will drive the successful use of our products through customer training and will be the customer champion.
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.
The SR. Relationship Manager (RM) is responsible for managing a portfolio of commercial relationships who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction.
The Relationship Manager (RM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and enhancing existing relationships.
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, the selected candidate will coordinate relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals.
In this role, you will maintain thorough knowledge of investments, the retirement landscape, regulatory issues relating to investment management, relevant retirement topics, and is knowledgeable of Vanguard and competitor products and services.
This position is primarily responsible for developing, managing and retaining comprehensive relationships with corporate clients while meeting the risk profile, fee income and profitability profiles of the department in particular, and the Bank in general.
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.