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)
PSECU, a high-tech progressive financial institution with more than $8 billion in assets, is seeking a Community Relationship Manager. This position executes the sales strategy in the target market to promote and preserve the PSECU brand and deliver on membership growth goals. Deliver on developing business opportunities that support our current and potential member groups in the Financial Education Centers on our partner university locations, local partner employer groups, and throughout the surrounding communities.
Benefits: We offer a competitive salary, excellent benefits and a great work environment. Along with excellent medical and retirement programs and a generous leave package, our workplace offers tuition reimbursement.
Employee Type: Full-time, Exempt
Schedule: Mondays to Fridays, evenings and weekends as needed. This is a hybrid schedule working remotely with minimum onsite expectation of 80%, or as needed.
Minimum Starting Payrate: (Commensurate with experience)
Candidate must be bondable and credit worthy.
DUTIES AND ACCOUNTABILITIES - Essential for this position:
MINIMUM / PREFERRED EXPERIENCE AND EDUCATION:
Minimum Experience:
Preferred Experience:
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0 Select Customer Relationship Manager jobs found in Reading, PA area