In this role, you will develop sales proposals; introduces customers to other departments for cross-sell opportunities; negotiates with customers on pricing, etc. with senior officer guidance; develops fee income from credit and deposit services; finalizes and closes deals with senior officer assistance.
In this role, the selected candidate will act as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
The Customer Relationship Manager is the first point of contact for all operational issues and opportunities as it relates to the customers business. This position will interact daily with the customer in the customers location to improve and resolve any operational issues.
In this role, you will be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank#s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
In this role, you will be responsible for the management of an assigned portfolio of business and mixed household accounts. Retains and strengthens current relationships and actively seeks to develop new business through prospecting, centers of influence, client referrals.
In this role, the selected candidate will develop and oversee a team of Relationship Specialists (RSs) to ensure superior client service, consistent goal achievement, and adherence to processes/procedure.