Relationship Manager - Sales jobs in Cincinnati, OH

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)

Recently Added Relationship Manager - Sales jobs

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Relationship Manager
  • HORAN
  • Cincinnati, OH FULL_TIME
  • Job Title: Relationship Manager, Registered Representative Full or Part Time: Full-Time
    Department: HORAN Wealth (HSI) FLSA Status: Exempt
    Position Reports To: Director of Operations
    Position Summary:
    The Relationship Manager role is a key member of the Wealth Management advisory team who is responsible for assisting the Financial Advisor/s of the HORAN Wealth department with day-to-day needs. This role is a liaison between our financial advisory teams, our compliance department and other Wealth team members. A Relationship Manager is the first person that clients contact in order to help with various needs that change depending on the day. It is crucial that a Relationship Manager excels in both written and verbal communication skills.
    Core Responsibilities:
    • Prepare and process paperwork for new business and submit to carriers/custodians.
    • Provide service to individuals regarding allocation changes, beneficiary changes, address changes, etc. Trouble shooting and problem solving for clients.
    • Prepare and process transfers, rollovers, and money movements.
    • Trouble shooting and problem solving for clients.
    • Follow-up on all transactions, applications, etc. sent to the carriers.
    • Inputting, maintaining, and organizing client files in CRM database and AppXtender.
    • Schedule appointments, preparing and editing correspondence for Investment Advisor/Registered Representative.
    • Prepare portfolio reviews (via Morningstar or Black Diamond), coordination of information, and visual aids necessary for the successful completion of presentations to clients and/or prospects.
    • Assist Investment Advisor/Registered Representative with the servicing of 403(b), 457(b), IRA, and Wealth Management accounts for individuals and groups.
    • Act as backup to trader completing trades and rebalances as necessary
    • Assist in preparing mailing list and mailings for Compliance Department
    • Responsible for keeping up-to-date on market trends, new products, Firm Element, and NASD continuing education.
    • Other duties as may be assigned
    Qualifications Required:
    • 4-year degree from an accredited University.
    • Minimum of 3 years (preferably more) in the Financial Service Industry.
    • Series 6 or Series 7 Required.
    • Health and Life License preferred.
    Desired Skills:
    • Ability to multi-task and prioritize independently.
    • Strong attention to detail; the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Possess strong sense of accountability with a diligent work ethic. Must be self-motivated, enthusiastic, and able to take the initiative to get the job done.
    • Ability to work as a team member and express leadership attributes.
    • Familiarity with Investment Advisor Platform – Fidelity preferred
    • Familiarity Asset Management Platform - Black Diamond preferred
    • Familiarity with Morningstar Platform preferred
    • Familiarity with retirement plans such as 403(b)s and 401(a)s preferred
    HORAN History:
    Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning.
    HORAN has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
    Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
    How to Apply:
    Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
  • 21 Days Ago
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Relationship Manager
  • Oxford Financial Group, Ltd.
  • Cincinnati, OH FULL_TIME
  • Position Summary: The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates ...
  • 26 Days Ago
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Outside Sales Manager
  • Sales Focus Inc.
  • Cincinnati, OH FULL_TIME
  • If you are looking to join a company that has worked in the Sales Industry for over 25 years and has helped grow companies across the US, look no more. Sales Focus Inc., the leading provider of Sales ...
  • 14 Days Ago
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Outside Sales Manager
  • Sales Focus Inc.
  • Cincinatti, OH FULL_TIME
  • If you are looking to join a company that has worked in the Sales Industry for over 25 years and has helped grow companies across the US, look no more. Sales Focus Inc., the leading provider of Sales ...
  • 15 Days Ago
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National Sales Manager
  • Sales Focus Inc.
  • Cincinatti, OH FULL_TIME
  • Sales Focus, Inc., (SFI) the global leader in Sales Outsourcing, is searching for a National Sales / Program Manager to “Develop, Train and Grow” an existing sales team in the energy industry. The Sal...
  • 3 Days Ago
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Operations Relationship Manager
  • Global Atlantic Financial Group Opportunities
  • Batesville, IN FULL_TIME
  • POSITION OVERVIEW The Business Relationship Manager is responsible for the operational relationship with a key business partners in our PreNeed channel, based in Hartford, CT or Batesville, IN. The ca...
  • 15 Days Ago
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0 Relationship Manager - Sales jobs found in Cincinnati, OH area

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Sales Account Executive
  • Whitehorse Freight
  • Cincinnati, OH
  • At Whitehorse, our goal is to build the most opportunistic environment for our salesforce while providing the best servi...
  • 4/19/2024 12:00:00 AM
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Employee Relations Manager
  • Hard Rock Casino Cincinnati
  • Cincinnati, OH
  • Overview At Hard Rock we are a diverse group of team members who possess a friendly disposition, attention to detail and...
  • 4/19/2024 12:00:00 AM
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Advanced Salesforce Administrator
  • Western & Southern Financial Group
  • Cincinnati, OH
  • The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful...
  • 4/19/2024 12:00:00 AM
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Junior Marketing Associate
  • Level Up Campaigns
  • Cincinnati, OH
  • Are you ready to embark on an exciting career path as a Junior Marketing Associate where your attitude, passion, and per...
  • 4/19/2024 12:00:00 AM
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Travel Cath Lab Technologist - $3,096 per week
  • Hiring Now!
  • Cincinnati, OH
  • Springboard Healthcare is seeking a travel Cath Lab Technologist for a travel job in Cincinnati, Ohio. Job Description &...
  • 4/18/2024 12:00:00 AM
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Vice President of Development
  • Commonwealth Hotels
  • Covington, KY
  • We are currently seeking a Vice President of Development third Party Management Contracts to join our team in the hospit...
  • 4/17/2024 12:00:00 AM
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COMMERCIAL REAL ESTATE LENDING RELATIONSHIP MANAGER - Cincinnati
  • Stock Yards Bank & Trust Co.
  • Cincinnati, OH
  • As a Commercial Real Estate Lending Relationship Manager, your day will be filled with opportunities to oversee and mana...
  • 4/16/2024 12:00:00 AM
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Director, Managing Director- 401K Relationship Manager
  • Fidelity TalentSource LLC
  • Covington, KY
  • Job Description: Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Manag...
  • 4/15/2024 12:00:00 AM
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About Cincinnati, Ohio

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$60,656 to $79,432
Cincinnati, Ohio area prices
were up 1.1% from a year ago
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What does a Relationship Manager - Sales do?

Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
December 22, 2019
Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
February 21, 2020
Manage day-to-day performance of all sales rep team members.
February 02, 2020
Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019