Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
The Relationship Manager will advise personal lines client's on insurance coverage that matches their needs. This individual will be motivated to provide the right total account solution for each client. Detailed work is a major function of the job, and a faster-than-average pace is the norm. Attention to the standard process is important to maintain a high level of value to the client.
0 Select Customer Relationship Manager jobs found in Akron, OH area