Relationship Manager - Sales jobs in Trenton, NJ

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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Relationship Manager
  • United Capital Financial Advisors LLC
  • Langhorne, PA FULL_TIME
  • Where Talent Meets Opportunity

    Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.

    ABOUT THE JOB

    Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

    WORK YOU’LL DO:

    • Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
    • Research and analyze complex client account issues.
    • Prepares meeting materials for and participates in client meetings. Documenting all notes and action items and ensuring client commitments are executed promptly.
    • Escalates all potential and real client issues to MD or WA.
    • Prepares all outgoing customer correspondence.
    • Maintain and update lead pipeline.
    • Gather data for creation of client financial plans.
    • Creates meeting agenda format, presentations, case documentation and deliverables for assigned clients.
    • Manages development and maintenance of suitability documentation utilizing client file standards.
    • Ensures adherence to compliance notation and makes recommendations to ensure quality standards are met including full and fair disclosure.
    • Manage client onboarding process and update team accordingly.
    • Process RMD for clients annually.
    • Complete client verification for data maintenance or money movement request and log in Salesforce

    WHAT YOU’LL NEED TO BE SUCCESSFUL:

    • Providing professional and courteous service to clients, prospective clients, and colleagues.
    • Effectively handling client inquiries and resolving complaints.
    • Effectively prioritizing workload and meeting deadlines.
    • Maintaining attention to detail within a fast-paced environment.
    • Strong written and verbal communication skills.

    MINIMUM QUALIFICATIONS:

    EDUCATION AND EXPERIENCE:

    • Bachelor’s degree or equivalent work experience with minimum 3-5 years Customer Service.
    • Series 65 or 66 is a plus.

    REQUIRED KNOWLEDGE OF:

    • Microsoft Office (Outlook, Word, PowerPoint, and Excel)
    • Experience with Salesforce or similar CRM
    All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

    Must be legally authorized to work in the United States without sponsorship for employment visa status.
  • 11 Days Ago

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Relationship Manager
  • MAX Surgical Specialty Management
  • Burlington, NJ FULL_TIME
  • We are seeking a motivated and dynamic individual to join our marketing team as a Relationship Manager. The ideal candidate will have a strong passion for building relationships, generating referrals,...
  • 6 Days Ago

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Sr. Retirement Relationship Manager
  • Bank of America
  • Pennington, NJ FULL_TIME
  • Job Description:The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement PlansClient base within RPWS. ...
  • 13 Days Ago

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Indirect Relationship Manager
  • CREDIT UNION OF NJ A FEDERAL CREDIT UNION
  • Ewing, NJ FULL_TIME
  • Why Work for Us At Credit Union of New Jersey, you'll find a member-centric culture built around helping our members and giving back to our community. When you join our team, you are part of a support...
  • 13 Days Ago

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VP - Relationship Manager - Commercial Lending
  • Lakeland Bank
  • Jackson, NJ OTHER
  • Position Overview As a Relationship Manager in Commercial Lending you will develop commercial loan requests from centers of influence, existing customers and other sources. The ideal candidate is able...
  • 2 Months Ago

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Central Relationship Manager - Greater New Jersey Area
  • SF Demo - FMR LLC
  • Trenton, NJ FULL_TIME
  • Job Description:Central Relationship ManagerTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved b...
  • 9 Days Ago

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0 Relationship Manager - Sales jobs found in Trenton, NJ area

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Relationship Manager
  • Archer
  • Berwyn, PA
  • About Archer: Archer's technology and services help investment managers achieve their strategic goals. Archer provides a...
  • 3/19/2024 12:00:00 AM

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Relationship Manager II
  • PSG Global Solutions
  • Manasquan, NJ
  • Under general direction, this position is responsible for origination, evaluation and structuring of complex loan reques...
  • 3/19/2024 12:00:00 AM

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Commercial Banking Relationship Manager
  • Santander Holdings USA Inc
  • Conshohocken, PA
  • Commercial Banking Relationship Manager Conshohocken, United States of America This VP level position will be responsibl...
  • 3/19/2024 12:00:00 AM

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Customer Relationship Manager
  • Office and Electronics Inc.
  • West Berlin, NJ
  • Job Description Job Description Toner Buzz is an established and growing e-commerce business in West Berlin, New Jersey....
  • 3/17/2024 12:00:00 AM

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Relationship Manager II
  • psg
  • Manasquan, NJ
  • Under general direction, this position is responsible for origination, evaluation and structuring of complex loan reques...
  • 3/16/2024 12:00:00 AM

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Relationship Manager
  • Ascensus
  • Dresher, PA
  • Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement p...
  • 3/15/2024 12:00:00 AM

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Relationship Manager
  • MaestroFS
  • Bryn Mawr, PA
  • Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information. Company Overview Trove is ...
  • 3/15/2024 12:00:00 AM

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Commercial Banking Relationship Manager
  • WSFS Bank
  • Philadelphia, PA
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$67,546 to $88,448
Trenton, New Jersey area prices
were up 1.5% from a year ago

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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.
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