Relationship Manager
2 weeks ago
Job Summary:
The ideal candidate will be responsible for engaging clients in the lobby to provide excellent customer service and educate them on how to conduct transactions through self-service resources. The role requires accurately and efficiently processing cash transactions, as well as building relationships with clients to meet their financial needs.
Key Responsibilities:
- Execute the bank's risk culture and strive for operational excellence.
- Build relationships with clients to meet their financial needs.
- Follow established processes and guidelines in daily activities.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
- Manage cash responsibilities.
Required Qualifications:
- Be an enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results.
- Collaborate effectively to get things done and build strong relationships.
- Display passion, commitment, and drive to deliver an exceptional client experience.
- Be confident in identifying solutions for new and existing clients based on their needs.
- Communicate effectively and confidently.
- Have the ability to learn and adapt to new information and technology platforms.
- Be confident in educating clients on how to conduct simple banking transactions through self-service technologies.
- Apply strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities.
- Efficiently manage time and capacity.
- Focus on results while acting in the best interest of the client.
- Be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products, and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment.
- Six months of cash handling experience.
- Bachelor's degree or business relevant associate degree.
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Work Environment:
1st shift (United States of America)
40 hours per week
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