Relationship Managers will focus the majority of their time deepening customer relationships by referring customers to sales specialists and selling financial products and services to both individual and small business customers/clients.
Supports identification of vulnerable client relationships, independently assessing the degree of vulnerability, and uses discretion in leveraging the firms internal resources to execute a retention strategy.
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.
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 SBRM will spend the majority of their time meeting the sales and service needs of small business customers, and are also responsible for uncovering the small business customer's personal banking needs.
The Global Accounts Manager maintains and expands relationships with key customers. Assigned to three to five Global Account Tier 1 Customers, the Account Manager is responsible for retaining existing business and developing new opportunities within their assigned customer base.