Select Customer Relationship Manager jobs in Cleveland, OH

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)

Recently Added Select Customer Relationship Manager jobs

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Relationship Manager
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid schedule. 

    JOB SUMMARY:
    The Dedicated Relationship Manager effectively manages and supports an assigned Equity Trust Company (ETC) relationship. Provides assistance and resolution for the assigned dedicated relationship and provides exceptional customer service through education on policies, procedures, and online tools/resources. Partners and communicates with other departments to achieve overall customer satisfaction and a positive net promoter scores (NPS).   


    ESSENTIAL FUNCTIONS:
    • Places outbound calls to assigned relationship contacts to assess business needs and determine an opportunity for future account growth; proactively follows-up with account representatives on pending transactions.
    • Communicates with relationship/client on processes, including establishing accounts, investment transactions, transfers in/out and asset reviews.
    • Anticipates and assesses client needs and business model(s), and resolves issues while retaining the client base and continuing to grow business.
    • Explains prohibited transactions, IRS rules, regulations and codes to the team and any third-party relationship.
    • Works collaboratively within the organization and continuously aids in process improvements.  
    • Engages in the preparation of reports that are sent to the designated relationship and understands the details that go into establishing subscriptions through various formats.
    • Assists in identifying trends and providing recommendations to the Institutional Sales Manager for implementing. 
    • Reviews transaction paperwork, identifies deficiencies, and works with Client to resolve deficiencies.
    • Inspects depository reports and assists with the settlement process.
    • Monitors operational queue and escalates items to leadership, as needed.
    • Resolves client escalation issues and reports trends to leadership and Client .
    OTHER FUNCTIONS:
    • Participates in sales events as required.
    • Trains and assists with Equity’s online client portal.
    • Performs other duties as assigned.

    QUALIFICATIONS:
    Education and Experience: 
    • Bachelor’s degree in Communications, Business or Finance preferred.
    • Minimum of three (3) years of sales or relationship management experience.
    • Financial service industry preferred.  
    • Experience speaking with C-level executives and/or financial advisors.
    PROFESSIONAL CERTIFICATION(S):
    • None required 
    TECHNICAL SKILLS:
    • Proficient PC skills including Microsoft: Word, Excel, PowerPoint, Outlook.
    • Working knowledge and ability to refer to IRS rules, and additional regulations and codes.
    • Understands transactions and tax codes that result in utilizing the 1099, 5498 and 990-T forms.
    BEHAVIORAL COMPETENCIES 
    In addition to the Core Company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates and Being Resilient: 
    • Business insight
    • Customer focus
    • Plans and aligns
    • Interpersonal savvy 
    PHYSICAL DEMANDS/WORK ENVIRONMENT: 
    This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description can be amended at any time. 
  • 28 Days Ago
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F
Customer Relationship Specialist
  • First Mutual Holding Company
  • Lakewood, OH FULL_TIME
  • Apply Job Type Full-time Description The Customer Relationship Specialist assists callers with account information and cross-sells banking products and services. Requirements Duties and Responsibiliti...
  • 14 Days Ago
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D
Assistant General Manager; Twinsburg
  • Diamond Select, Inc
  • Cleveland, OH FULL_TIME
  • Diamond Select, Inc. is working with a fabulous Dairy Queen team to hire an Assistant Manager for a high-volume location in Twinsburg, Ohio. Interested? Let's chat!! Priority: Build Your Team--People ...
  • 13 Days Ago
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S
Environmental Services Manager
  • Select Specialty Hospitals
  • Cleveland, OH FULL_TIME
  • Environmental Services Manager Job ID 282907 Location US-OH-Cleveland Experience (Years) 2 Category Building and Grounds Cleaning and Maintenance - Environmental Services / Housekeeping Street Address...
  • 25 Days Ago
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F
Part-Time Customer Relationship Specialist
  • First Mutual Holding Company
  • Lakewood, OH PART_TIME
  • Apply Job Type Part-time Description When you work at First Federal Lakewood, you'll work with a mutual bank that shares a commitment to customers, community and each other.Our differences bring inclu...
  • 25 Days Ago
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C
Offshore Staffing Relationship Manager
  • CrossCountry Mortgage, LLC.
  • Cleveland, OH FULL_TIME
  • CrossCountry Mortgage (CCM) is one of the nation’s top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times o...
  • 1 Month Ago
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0 Select Customer Relationship Manager jobs found in Cleveland, OH area

C
Drive-Thru Director
  • Chick-fil-A
  • Cleveland, OH
  • At Chick-fil-A, we are always searching for people who seek to "faithfully steward" their responsibilities by "having a ...
  • 4/23/2024 12:00:00 AM
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G
Customer Service Representative
  • Gunton Corporation
  • Cleveland, OH
  • Customer Service Representative Description **$16-$20 per hour based on experience!** Support customer satisfaction, gro...
  • 4/23/2024 12:00:00 AM
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S
Customer Success Manager, US REMOTE
  • Samsung SDS America
  • Cleveland, OH
  • Samsung SDS America is currently seeking a Customer Success Manager with a passion for technology and strong customer-fa...
  • 4/22/2024 12:00:00 AM
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Customer Success Manager
  • Neograf Solutions Llc
  • Lakewood, OH
  • NeoGraf has been the world leader in the industry for more than 140 years, developing the most comprehensive graphite so...
  • 4/22/2024 12:00:00 AM
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Customer Support Manager, Issuer Services
  • visa.no
  • Mentor, OH
  • **Customer Support Manager, Issuer Services** Client Services & Support Full-time Date: Job Number: REF38655J **Company ...
  • 4/22/2024 12:00:00 AM
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M
Service Technician
  • Mpac Group
  • Cleveland, OH
  • Job Title: Field Service Technician -Americas Reports to: Customer Service Manager - USA Reporting Staff: None. Purpose ...
  • 4/22/2024 12:00:00 AM
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Customer Support Manager, Issuer Services
  • Visa Inc.
  • Mentor, OH
  • **Customer Support Manager, Issuer Services** Client Services & Support Full-time Date: Job Number: REF38655J **Company ...
  • 4/19/2024 12:00:00 AM
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V
Customer Support Manager, Issuer Services
  • Visa
  • Mentor, OH
  • **Customer Support Manager, Issuer Services** Client Services & Support Full-time Date: Job Number: REF38655J **Company ...
  • 4/19/2024 12:00:00 AM
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About Cleveland, Ohio

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$77,925 to $111,073
Cleveland, Ohio area prices
were up 1.6% from a year ago
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