Relationship Manager - Sales jobs in Easton, PA

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)

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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
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Patient Care Advocate
  • Oakland Manager LLC dba Justice Grown
  • Bethlehem, PA FULL_TIME
  • The Patient Care Advocate (PCA) is responsible for creating an exceptional customer experience for our medical dispensary patients. This role ensures all sales are compliant with state regulations, th...
  • 1 Month Ago

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Relationship Banker
  • Peoples Security Bank & Trust Company
  • Bethlehem, PA FULL_TIME
  • DescriptionIf you are looking for a great place to work, and reach your potential, look toPeoples Security Bank & Trust.We continue to grow and are always looking for the right people to join our team...
  • 23 Days Ago

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Automotive Sales
  • Rothrock Motor Sales
  • Allentown, PA FULL_TIME
  • SALES PROFESSIONALSBusiness is Booming at Rothrock. With the increase in business we need additional Sales Associates. Our Nissan Sales department has an excellent opportunity for motivated Sales Asso...
  • 24 Days Ago

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Remote Sales Development Representative
  • Inside Sales Solutions
  • Allentown, PA FULL_TIME
  • Join Our Team as a Sales Development Representative (SDR) at Inside Sales Solutions! Are you ready to be part of an innovative company that's shaping the future of B2B technology sales? Inside Sales S...
  • 18 Days Ago

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Outside Sales - Restaurant Specialists
  • SpotOn: Sales (External Partners)
  • Allentown, PA FULL_TIME
  • At SpotOn, we’re helping small businesses and restaurants compete and win with technology to better connect with their customers. Think marketing software, website development, e-commerce, reservation...
  • 2 Days Ago

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0 Relationship Manager - Sales jobs found in Easton, PA area

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Client Relationship Manager
  • Transcend Practice Management
  • Bethlehem, PA
  • Job Description Job Description LICENSED CLIENT RELATIONSHIP MANAGER MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDU...
  • 4/23/2024 12:00:00 AM

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Client Relationship Manager
  • Strive2Move
  • Martinsville, NJ
  • Job Description Job Description WHY JOIN OUR TEAM? -We are a group of positive, friendly people who care about our clien...
  • 4/23/2024 12:00:00 AM

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WM Relationship Manager II
  • Provident Bank
  • Morristown, NJ
  • POSITION SUMMARY The overall goal is to deliver high-quality wealth management services to clients (existing relationshi...
  • 4/23/2024 12:00:00 AM

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Customer Success, Customer Relationship Manager
  • Pop-Up Talent
  • Audubon, PA
  • Job Description Job Description Customer Success, Customer Relationship Manager Audubon, PA A leading SaaS organization ...
  • 4/22/2024 12:00:00 AM

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Client Relationship Manager
  • Transcend Practice Management
  • Bethlehem, PA
  • Job Description Job Description LICENSED CLIENT RELATIONSHIP MANAGER MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDU...
  • 4/21/2024 12:00:00 AM

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Project/ Relationship Manager - Whitehouse Station, NJ
  • Georgia IT, Inc.
  • Whitehouse Station, NJ
  • Project/ Relationship Manager Location: WHS, NJ - Hybrid schedule of 3 in and 2 out Duration: 6 months CTH Job descripti...
  • 4/21/2024 12:00:00 AM

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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...
  • 4/20/2024 12:00:00 AM

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Customer Success, Customer Relationship Manager
  • Pop-Up Talent
  • Audubon, PA
  • Customer Success, Customer Relationship Manager Audubon, PA A leading SaaS organization is in search of a Customer Relat...
  • 4/19/2024 12:00:00 AM

Easton is a city in and the county seat of Northampton County, Pennsylvania, United States. The city's population was 26,800 as of the 2010 census. Easton is located at the confluence of the Delaware River and the Lehigh River, roughly 55 miles (89 km) north of Philadelphia and 70 miles (110 km) west of New York City. Easton is the easternmost city in the Lehigh Valley, a region of 731 square miles (1,893 km2) that is home to more than 800,000 people. Together with Allentown and Bethlehem, the Valley embraces the Allentown-Bethlehem-Easton metropolitan area, including Lehigh, Northampton, an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$62,393 to $81,706
Easton, Pennsylvania area prices
were up 1.5% from a year ago

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