Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
WEDI has an opening for a Relationship Manager position, to be filled by the end of the spring. WEDI’s Relationship Managers (RMs) guide both prospective and current small business owners through our Microloan program. RMs regularly communicate with applicants and borrowers to ensure utilization of WEDI’s technical assistance services. By building a relationship founded on trust, RMs work to promote access to capital for previously underserved and underbaked small business owners. The position is well-suited for those looking to combine entrepreneurial skills with excellent customer service and inclusive community development.
WEDI currently maintains a hybrid work setting, with a minimum of two days a week expected to be spent “on-site”. The work schedule is flexible and can be discussed with the Loan Program Manager (i.e. 9AM-5PM Mon-Fri is not required). Attendance at occasional small business events outside of the standard work schedule is expected. A bachelor’s degree in business, economics, finance, and/or political science is preferred. Other majors related to social sciences or public policy will be considered.
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 35 – 40 per week
Benefits:
Experience level:
Schedule:
Travel requirement:
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Buffalo, NY 14213
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