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)
About Mind Your Business
Founded by our visionary CEO Karen Caruso, Mind Your Business (MYB) is a women-owned company committed to secure, accurate, and comprehensive employment screening services. Wed as a grassroots effort focused on childcare background checks and have since evolved into a full-service solution provider serving large enterprises. We are defined by our core values: loyalty, empowerment, determination, reputation, security, and a strong sense of community.
About The Role
As an Account Manager, you will support our Customer Support Department in managing relationships with top clients, providing technical and administrative support, creating reports, and assisting with client specific projects. You will follow processes in a professional and timely manner, adhering to guidelines from the Supervisor on the required productivity and quality of work. Account Managers produce positive client engagement with an average of 10-15 current accounts. You will report to the Director of Production. Position is currently hybrid remote with two days per week required in office. Applicant must be able to report in office in Hendersonville, NC. Some travel may be required.
Key Responsibilities:
• Manage accounts of all sizes by representing your team externally with clients and internally by working with direct reports and supporting positions
• Develop a thorough understanding of the clients’ position in the market, their product/service, points of difference and competitive landscape
• Manage client input and feedback for all projects with detailed direction and timelines
• Manage day-to-day client communication and ongoing relationships as it relates to current, new and upcoming projects
• Understand customer goals and remain alert and responsive to changing customer needs
• Demonstrate knowledge of market data and access to resources to quickly respond to new developments in the customer's business
• Oversee support of managed projects to guide greater understanding of the customers, increase contacts within the customer group
• Develop account penetration strategies to include regular business reviews for essential customers to maximize sales
• Support the client onboarding process by providing walk throughs of our online portal, setting up client account specifications, and establishing a communication plan
Job Requirements:
• High school diploma and/or GED
• Intermediate knowledge of MS Word/Excel/Outlook
• A minimum of 2 years’ experience in account management/customer service is required
• Must be detailed-oriented
• Excellent communication skills, both written and verbal required
• Ability to work at a computer terminal for extended periods of time
• Compare, decide, direct, problem solve, analyze, instruct, interpret, offer a collaborative approach in a team environment
• Ability to analyze unique situations and develop appropriate responses
Why You Should Apply
Clear All
0 Select Customer Relationship Manager jobs found in Asheville, NC area