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Relationship Manager
vor 2 Monaten
About the Role
This position is responsible for delivering exceptional client experiences by engaging with clients in the lobby, educating them on self-service resources, and assisting with transactions. Key responsibilities include accurately processing cash transactions, building relationships with clients, and connecting them to solutions that meet their financial goals.
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 to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls effectively
- Drive the client experience
- Manage cash responsibilities
Required 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
Education Requirement
High School Diploma / GED / Secondary School or equivalent
Work Schedule
1st shift (United States of America)
Hours Per Week
40
