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)
The VP, Relationship Manager in the Private Client Services Department is primarily responsible for attracting and developing new personal and commercial deposit, loan and investment relationships for Ocean Bank and its subsidiaries. The position may also be asked to uncover potential sales opportunities such as account additions and other products and services within an established portfolio in order to help achieve business development goals. For deposit relationships, the position will be responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status. For new loan opportunities, the position will take applications, gather required documentation and financial information, and will work with department management and the credit underwriting teams and credit committees to move deals from application to closing. Once loans are closed, the position will manage annual reviews / renewals, past due payments as well as pending / delinquent documentation. This position will perform all required customer due diligence, including customer interviews and document gathering, know your customer profiles, enhanced due diligence when applicable, and other related activities in order to comply with all BSA, KYC, bank policies, procedures, as well as relevant laws, rules and regulations. Once relationships are established, the position responds to BSA requests and ensures that all customer profile information and documentation remains current. This may include, but is not limited to, W-9 and W-8BEN, CIP documentation (drivers licenses, passports), core and supporting bank documents, updated financial statements and information, client profile information, and other support documentation. The position will remain current on competitive strategies and best practices within the financial services industry. To do this, the position will network with internal resources and external partners, and will conduct research to ensure subject matter expertise and the ability to proactively respond to market changes and opportunities.
0 Relationship Manager - Sales jobs found in Miami, FL area