Select Customer Relationship Manager jobs in Rochester, NY

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)

A
Relationship Manager
  • Alfred University
  • Alfred, NY FULL_TIME
  • The University of Advancement is looking to fill two positions as the Relationship Manager. The Relationship Manager is a member of the University Advancement team and is responsible for securing resources for Alfred University. The primary focus is meeting and working with donors and prospects with significant capacity to accomplish their giving objectives. The Relationship Manager will engage in and be responsible for all aspects of the prospect development cycle including donor identification, cultivation, solicitation, acknowledgment, and stewardship. This position will necessitate a focus on major gift prospecting and will require extensive travel and includes evening and weekend responsibilities to be successful.

     Salary: Entry Level $58,500; Senior Level $68,000-$73,000


    Responsibilities:
    • In partnership with prospect management and the Associate Vice President of Advancement, gather pertinent data alongside the prospect researcher to determine the best candidates for building relationships to create value exchanges necessary to fulfill the priorities to serve the mission at Alfred University
    • Cultivate prospects, investing the necessary time and energy to build relationships designed to understand the Alumni/prospect/donor goals with the expressed purpose of alignment with university mission and objectives. Move prospective major relationships along the prospect pipeline to be ready to receive appropriate asks based upon intent and interest
    • Solicit major gift prospects
    • Steward major gift donors. In conjunction with the Director of Donor Relations, develop stewardship strategies that continue the major gift relationship for future gifts
    • Adhere to the highest ethical standards; demonstrate empathetic disposition, and perseverance; reflect an optimistic and positive attitude, and convey sensitivity to the needs of the donors
    • Report regularly on plans with prospect solicitation, identification, cultivation, campaign (capital and annual) and stewardship efforts
    • Work collaboratively, under the direction of the Associate Vice President of University Advancement to accomplish individual, team, and university goals
    • Attend events for acquisition, cultivation, and stewardship of prospects
    • Work collaboratively with development and advancement team members
    • Track prospects and donor contacts in portfolio using organization tools and tracking methods via The Raiser's Edge. Ensure that all donor information entry, storage, and special requests are recorded and accomplished
    Requirements:
    • Formal Education: bachelor's degree required
    • Valid driver’s license to meet Alfred University Motor Pool standards
    Additional Requirements:
    • This position requires a good sense of organization, the ability to perform multiple tasks simultaneously, and the ability to prioritize competing demands
    • The incumbent must demonstrate the ability to learn and utilize the Blackbaud software system within
    • A good working knowledge of Microsoft Outlook, Word, Access, and Excel is expected
    • This position requires a self-starter who regularly sets and achieves activity and results-driven goals

    Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law. Protected veterans, minorities and women are encouraged to apply.

  • 4 Days Ago

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Relationship Manager Commercial Banking
  • ESL which includes ESL Federal Credit Union, ESL Investment Services, LLC, & ESL Trust Services, LLC
  • Rochester, NY FULL_TIME
  • Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - F...
  • 24 Days Ago

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Commercial Relationship Manager Trainee
  • Genesee Regional Bank
  • Rochester, NY FULL_TIME
  • Salary Range: $55,000 - $65,000 PRIMARY RESPONSIBILITY: The GRB Commercial Relationship Manager Progression Program is designed to prepare individuals to become successful Commercial Relationship Mana...
  • 26 Days Ago

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Client Relationship Manager at Sage Rutty
  • Sage Rutty and Co Inc
  • Rochester, NY FULL_TIME
  • About Sage Rutty & Co., Inc. Sage Rutty is a leading financial advisory firm committed to helping our clients achieve their financial goals and secure their future. We are one of the oldest firms in t...
  • 22 Days Ago

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Senior Business Banking Relationship Manager
  • KeyBank
  • Rochester, NY FULL_TIME
  • Location:1700 Bausch and Lomb Place - Rochester, New York 14604Job SummaryServes as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of...
  • 9 Days Ago

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Emerging Middle Market Lead Commercial Relationship Manager
  • B10 Wells Fargo Bank, N. A.
  • Melville, NY FULL_TIME
  • About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join their Emerging Middle Market team in the Long Island market. Learn more about the career areas and lines ...
  • 6 Days Ago

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0 Select Customer Relationship Manager jobs found in Rochester, NY area

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Customer Service Sales Specialist
  • InsuraTec Services Group
  • Rochester, NY
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer s...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work from Home
  • Standard American Solar
  • Rochester, NY
  • Job Description Job Description We are looking for an enthusiastic individual for our full time customer service role wi...
  • 4/23/2024 12:00:00 AM

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Customer Service Coordinator for Apartment Community
  • Tri City Rentals
  • Rochester, NY
  • Job Description Job Description Apartment Community Resident Services Office Coordinator- full time We are looking for t...
  • 4/23/2024 12:00:00 AM

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Inventory Control Specialist
  • Floor & Decor Holdings, Inc.
  • Rochester, NY
  • Pay Range $17.17 - $25.23 Purpose This position is responsible for the accuracy and integrity of the store's inventory. ...
  • 4/21/2024 12:00:00 AM

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Sales Executive
  • City Lifestyle
  • Rochester, NY
  • Join the City Lifestyle Team as a Sales Executive City Lifestyle, formerly known as Lifestyle Publications, has been a p...
  • 4/20/2024 12:00:00 AM

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Mechanical or Environmental Engineer / HVAC
  • Breakaway Consultants
  • Rochester, NY
  • Job Description Job Description We are helping our client, a leading provider of energy efficiency products and services...
  • 4/20/2024 12:00:00 AM

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Customer Enablement Manager
  • Bosch
  • Fairport, NY
  • **Company Description** Bosch Security Systems is a leading global supplier of security, safety, and communications prod...
  • 4/20/2024 12:00:00 AM

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Management & Sales Training Program
  • Sherwin-Williams
  • Rochester, NY
  • The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you...
  • 3/14/2024 12:00:00 AM

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$78,084 to $111,300
Rochester, New York area prices
were up 1.5% from a year ago