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)
Company Overview
Core Bank is an accomplished Community Bank located in the Greater Omaha, NE, Kansas City, KS, and Mesa, AZ areas. We are not a mere collection of buildings or a place just to work or manage money; we are a community of friends, neighbors and partners in making life just a little bit better. Our culture - what we call our Recipe for Awesome - creates an environment that's a great place to bank - and a great place to work. It ensures we grow together, learn together, and have fun doing it.
At Core Bank, our Purpose is to Build Better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.
Job Summary
We are looking for a talented, professional, and driven individual for our Treasury Relationship Manager position in Overland Park, KS!
The Treasury Relationship Manager's primary focus will be the acquisition of new business as well as management of an existing portfolio of customers. The Treasury Relationship Manager role acts as a concierge for all client needs and is well-versed with access to varying product suites such as: Treasury Services and Commercial Lending. The Treasury Relationship Manager will engage product partners for lending needs, however, will maintain the one point of contact approach throughout the lending process. The Treasury Relationship Manager must consistently network in the community, cultivate centers of influence, work with existing customers and partners to expand relationships, and conduct direct prospecting to the desired market segment. The Treasury Relationship Manager will partner cross-functionally for new opportunity as client needs dictate.
60% of the Treasury Relationship Manager’s time will be spent:
40% of the Treasury Relationship Manager’s time will be spent:
Education and Experience
Required Skills/Abilities/Knowledge
Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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