Relationship Manager (Business Banking) jobs in Allentown, PA
Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Relationship Manager (Business Banking) jobs
Client Relationship Manager
- Transcend Practice Management
-
Bethlehem, PA
FULL_TIME
-
LICENSED CLIENT RELATIONSHIP MANAGER
Location: Bethlehem, PA (Full-time, in office)
Compensation: $70,000 to $80,000
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Wealth Manager Coordinator to the team who will support the firm’s Wealth Advisors. The attributes that we are looking for in a teammate include:- Insistent attention to detail
- Passionately committed to serving and caring for other people
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Superior organizational skills
- Excellent communication skills
- Ability to multitask and manage multiple projects as once with efficiency and accuracy
As a Wealth Manager Coordinator, you can expect to:- Demonstrate ability to interact professionally with clients and prospects by phone and in person
- Interact well with other office personnel, support associates, and other third-party affiliations
- Maintain client and office files
- Process new account paperwork, including preparation, transfer, and database updates
- Maintain procedures for client service effectiveness, including but not limited to coordination and maintenance of client relationship management system and client processing system
- Assist in client appointment preparation
- Effectively manage Advisors calendar
- Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
- Maintain client data integrity in CRM and Client Data processing programs
- Prepare mailings and other communications in a timely manner
- Assist clients with contribution and distribution requests
- Complete all required training in a timely manner and recommend any additional training needed to be up to date and more effective with responsibilities
- Strict adherence to client confidentiality policies and guidelines
- Working knowledge of MS Excel, Word, and PowerPoint
- Other duties as assigned
Qualifications for this role include:- College degree is required
- FINRA Series 7, 66, or 63 and 65 is required
- Minimum of two years of experience in an administrative or client service role in the wealth management or related field is required
- Minimum of two years of experience in a client-facing role is required
- Excellent communication and relationship management skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Superior organizational skills
- Technology-forward and internet savvy
- Ability to adapt
Get in touch today so that we can get to know you! As a Wealth Manager Coordinator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.
#ZR - 3 Days Ago
IT Project manager // Allentown, PA
- Key Business Solutions, Inc.
-
Allentown, PA
FULL_TIME
- IT Project manager Allentown, PA 12 months Interview Mode: 1) Phone screen 2) Onsite interview Skills / Experience: IT Project Manager who has background in utilities and managing IT Architectural Pro...
- 20 Days Ago
Power Systems and Applications Director/Manager
- e-Business International INC
-
Bethlehem, PA
FULL_TIME
- Job Description: Role: Power Systems & Applications Manager/DirectorLocation: Bethlehem, PA/Onsite (Relocation assistance will be provided) Job Type: Fulltime/Permanent Benefits: Standard Medical/Dent...
- Just Posted
Sales Operations Manager - Now Hiring
- BERKHEIMER BUSINESS SERVICES LLC
-
Pen Argyl, PA
FULL_TIME
- Description: Imagine…Working for a company that has strong roots in the Lehigh Valley, values open and honest communication, a company that knows our employees drive the success of our organization an...
- 3 Days Ago
Business Dining Chef Manager
- Compass Group Careers
-
Allentown, PA
FULL_TIME
- Canteen Position Title: CHEF MANAGER - ALLENTOWN, PA Pay Grade: 11 Salary: $70k /-Other Forms of Compensation: 10% Field Incentive Plan bonus eligible Growth. Opportunity. Excellence.Canteen brings br...
- 18 Days Ago
Business Sales Account Manager
- Verizon
-
Allentown, PA
FULL_TIME
- When you join VerizonVerizon is one of the world’s leading providers of technology and communications services, transforming the way we connect around the world. We’re a human network that reaches acr...
- 21 Days Ago
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0 Relationship Manager (Business Banking) jobs found in Allentown, PA area
Financial Center Supervisor II
- Fulton Bank
-
Easton, PA
- Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are th...
- 4/26/2024 12:00:00 AM
Key Private Bank Relationship Manager
- KeyBank
-
Plymouth Meeting, PA
- Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Summary Key Private Bank (KPB) is dedicated to se...
- 4/25/2024 12:00:00 AM
Key Private Bank Relationship Manager
- Key Bank
-
Plymouth Meeting, PA
- Occupation: Banking, Mortgage, InvestmentSpecialty: Area ManagerLocation: Plymouth Meeting , Pennsylvania , United State...
- 4/24/2024 12:00:00 AM
Cash Control Specialist
- Mars, Incorporated
-
Hackettstown, NJ
- Job Description: The purpose of this role is to provide accounting and recordkeeping of cash transactions generated by a...
- 4/24/2024 12:00:00 AM
Senior Private Banking Relationship Manager
- Wsfs Bank
-
Berwyn, PA
- Job Description WSFS Bank is seeking a Senior Private Banking Relationship Manager to support our Private Wealth Managem...
- 4/23/2024 12:00:00 AM
Financial Representative - Warrington, PA
- Fidelity TalentSource LLC
-
Warrington, PA
- Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
- 4/23/2024 12:00:00 AM
Financial Center Supervisor I
- Fulton Bank
-
Emmaus, PA
- Employee Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employe...
- 4/22/2024 12:00:00 AM
Personal Banker
- Key Bank
-
Lansdale, PA
- Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerVisa sponsorship provided: NoLocation:1804 North Broa...
- 4/22/2024 12:00:00 AM
About Allentown, Pennsylvania
Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$65,691 to $100,857
Allentown, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Relationship Manager (Business Banking) do?
Relationship Manager (Business Banking) in Sarasota, FL
Your Relationship Manager and their team are there to deliver support for your business.
February 08, 2020
Relationship Manager (Business Banking) in Hopkinsville, KY
As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated relationship manager.
January 21, 2020
Relationship Manager (Business Banking) in Norwich, CT
Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC.
January 18, 2020