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)
Our Role:
The Client Manager on the Select Team (smaller, independent and family businesses ) is responsible for managing new and renewal policies to ensure timely and accurate coverage while providing superior customer service to clients in accordance with Commercial Guidelines. The role provides a great opportunity to work with a wide variety of clients and a high-functioning team.
This role is based in our spacious Lowell, MA headquarters. Amenities include free parking, fun and smart colleagues, free on-site workout room, easy access from major highways, and within walking distance to the Bruce Freeman rail-trail and retail stores. Fred C. Church offers its employees a three-two hybrid office-home schedule.
Its Responsibilities:
Your Qualifications:
Your Attributes:
We invite you to include a cover letter with your application. No phone calls about the status of this position, please.
Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!
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