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)
Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients’ hard-earned wealth through our established process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do – personally and professionally.
We are looking to add a Relationship Manager (RM) to our team. The RM is an implementer and will manage 100-175 relationships. In effect, they manage the assigned clients’ portfolios as if he/she is the Financial Advisor (FA) (similar to a PA for a Physician and a Paralegal for an attorney).
RM will manage assigned client relationships and provide excellent service to ensure overall objectives are met related to clients’ financial goals.
RM Qualifications
The qualified candidate will possess the following traits:
RM Background: consider candidates who might be:
RM Compensation
RM Accountability
~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Work Location: In person
Clear All
0 Relationship Manager - Sales jobs found in Wilmington, NC area