Select Customer Relationship Manager jobs in Salisbury, NC

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)

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Relationship Banker
  • F&M Bank
  • Salisbury, NC FULL_TIME
  • Description

    POSITION SUMMARY

    The Relationship Banker’s primary responsibility is to communicate with existing, new, and potential individual and business customers to provide quality customer service and to lead customers to the most appropriate product (s) for their needs, meeting established product and customer service goals. Also follows behavioral guidelines as established by the bank.


    PRIMARY DUTIES AND RESPONSIBILITIES

    Including, but not limited to, the following:


    Operational Processes

    • Using working, in-depth knowledge of F&M products, services, Xperience System and other on-line tools, open deposit accounts and other associated services and recognize and refer cross-selling opportunities. Provide financial guidance where appropriate.
    • Respond to customer inquiries, resolve issues, and determine and document customer needs, concerns or complaints.
    • Complete necessary follow-up actions, including 14-day new account follow up calls.
    • Open accounts on the bank’s operating system(s), following appropriate policies and procedures.
    • Understand how the bank operates and how Relationship Banker actions contribute to the profits and loss of the bank; balance needs of bank with the needs of the customer.
    • Follow all security and audit procedures and comply with all regulations including, but not limited to, Anti-Money Laundering and Bank Secrecy Act, USA Patriot Act, Privacy Act, etc.
    • Makes proactive calls to high potential prospects and customers and identifies opportunities for growth of customer relationships.

    Customer Focus and Relationships

    • Build customer loyalty, trust and rapport by demonstrating behavioral guidelines as established by the bank (i.e. Tater Principle, Sundown Rule). Integrate CNP and other processes in all customer interactions.
    • Consistently seek opportunities to provide memorable service experiences for customers. Provides superior customer service, always being courteous, professional and timely.
    • Take ownership and demonstrates a sense of urgency for solving customer issues.

    Teamwork

    • Willingly share the workload of others on the team, support team decisions and team members.
    • Support branch goals and objectives and work with team members to accomplish them.
    • Actively share knowledge regarding products, procedures and processes.
    • Work with other teammates (i.e. FMIS, mortgage, business development, treasury services) to understand what they offer to the customer and the most effective way to generate referrals.
    • Maintains continued growth in order to become more proficient in all aspects of the Relationship Banker role.

    Other Responsibilities

    • Demonstrate Success Profile behaviors.
    • Depending on level of experience and expertise, may be asked to do one or several of the following:
    • Perform Financial Representative functions (teller transactions) and backup vault as requested.
    • Service ATM.
    • Work and collect cash items for the branch.
    • Assist in reviewing branch NSF list, notify clients and hold or return items according to bank policy.
    • Manage the Safe Deposit function.
    • Assist Financial Representatives in client-related problems.
    • Promote F&M within the community market through involvement in various community and civic activities.
    • Assist with opening/closing procedures.
    • Complete other administrative tasks.
    • Answer phones when others are unavailable to do so.

    Requirements

    REQUIRED EXPERIENCE, SKILLS AND KNOWLEDGE


    EDUCATION AND/OR EXPERIENCE

    • A college degree in business, finance, or related field is preferred. An equivalent combination of education and experience may be considered.
    • A minimum of 2-3 years in banking with proven effective customer service and sales skills.

    SKILLS/SPECIALIZED KNOWLEDGE

    • Demonstrated proficiency in job-related software and computer programs such as Word, Excel, and PowerPoint.
    • A working knowledge of the Bank's systems to include Xperience, Teller, and/or Centrix is a plus.
    • Excellent interpersonal, customer service, communication skills.
    • Ability to successfully engage clients and possess conversational sales skills.
    • Ability to understand and match Bank products and services to client needs.
    • Ability to exhibit a drive for achieving branch goals and exceeding expectations with persistence.
    • Detail oriented, strong organization skills, flexible, ability to take initiative.
    • Professionalism and integrity
    • Can be poised under pressure, follow direction, exercise patience and maintain a positive outlook.
    • Ability to shift focus from one activity to another without impacting quality of work; can adapt to different client styles and needs

    MISCELLANEOUS OTHER REQUIREMENTS

    • Behavior: Promote and adhere to the Bank's mission, vision, and core values.
    • Safety: Must not pose a direct threat or significant risk of substantial harm to the safety or health of self or others. Must be committed to a high standard of safety and be willing to comply with all safety laws and all of the Bank’s safety policies and rules.
    • Attendance: Must maintain regular and acceptable attendance at such level as is determined in the employer’s sole discretion. Must be regularly available and willing to work at such hours per day or week as the employer determines are necessary or desirable to meet its business needs. Must be available and willing to work hours beyond regularly scheduled hours per day or week if it determined that such is necessary to meet business needs. Must be available and willing to work such weekends and holidays if the employer determines that it is necessary to do so in order to meet its business needs.
    • Travel: Must be available and willing to travel to such locations and with such frequency as the employer determines is necessary or desirable to meet its business needs.
    • Regulatory Compliance: Be knowledgeable and comply with all regulations, policies and procedures relating to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, Privacy Act and how to recognize and report suspicious activity. Failure to comply with all components of these Acts could result in personal, civil money penalties and/or criminal prosecution.
    The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Also, this position description is not an employment agreement or contract. Management has the exclusive right to alter this description at any time without notice.
  • 10 Days Ago

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Customer Service Manager
  • Ingles Markets
  • Statesville, NC FULL_TIME
  • Location: Statesville - Store 78: 3219 Taylorsville Rd. Statesville NC 28625 Posting End Date: 08/17/2023 Requirements Ideal candidates will possess interpersonal and communication skills which will a...
  • 1 Day Ago

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Assistant Manager, Customer Operations
  • Old Navy
  • Mooresville, NC FULL_TIME
  • About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you’re choosing a different path. From day one, we’ve been on a mission to democratize fashion and make ...
  • 10 Days Ago

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Customer Account Manager
  • Onin Staffing
  • Salisbury, NC OTHER
  • Job Description Do you have a background in team sports from your time as a college athlete, or are you a recent college grad who loves sports? We are looking for a dynamic candidate who possesses out...
  • 13 Days Ago

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Customer Service Manager
  • NorthPoint Search Group
  • Lexington, NC FULL_TIME
  • Our client, a manufacturer with a location in Lexington, NC, is seeking an experienced Customer Service Manager with manufacturing experience to join their team.Duties Include: Inspire, motivate, deve...
  • 17 Days Ago

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Customer Service Manager- Manufacturing
  • NorthPoint Search Group
  • Lexington, NC FULL_TIME
  • Our client, an international manufacturer with a location in Lexington, NC, is seeking an experienced Customer Service Manager with strong sales support skills to join their teamDuties Include:Inspire...
  • 17 Days Ago

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0 Select Customer Relationship Manager jobs found in Salisbury, NC area

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Customer Success Manager CSM
  • Ryan Consulting Group
  • Charlotte, NC
  • Job Description Job Description JOB SUMMARY The Customer Success Manager is focused on proactively consulting strategic ...
  • 3/29/2024 12:00:00 AM

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Customer Service Management Assistant DLT
  • Harris Teeter, LLC
  • Salisbury, NC
  • Supervise up to 120 associates in the Customer Service Department [cashiers, baggers, customer service clerks] and accou...
  • 3/29/2024 12:00:00 AM

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Customer Service Management Assistant DLT
  • Harris Teeter Supermarkets, Inc.
  • Salisbury, NC
  • Supervise up to 120 associates in the Customer Service Department [cashiers, baggers, customer service clerks] and accou...
  • 3/29/2024 12:00:00 AM

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FT Assistant Manager Customer Service
  • Food Lion
  • Charlotte, NC
  • At Food Lion, Associates are the most important assets to our organization. We want associates to have meaningful career...
  • 3/29/2024 12:00:00 AM

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Customer Service Manager, DFD Operations
  • Krispy Kreme Doughnuts, Inc.
  • Charlotte, NC
  • Since its founding over 80 years ago, Krispy Kreme's focus has remained the same - making fresh, premium quality doughnu...
  • 3/28/2024 12:00:00 AM

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Customer Experience Manager
  • Michaels Stores
  • Greensboro, NC
  • Customer Experience Manager page is loaded **Customer Experience Manager** **Customer Experience Manager** locationsGree...
  • 3/27/2024 12:00:00 AM

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Customer Experience Manager PT
  • Michaels Stores
  • Charlotte, NC
  • Customer Experience Manager PT page is loaded **Customer Experience Manager PT** **Customer Experience Manager PT** loca...
  • 3/27/2024 12:00:00 AM

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Customer Service Manager- Manufacturing
  • NorthPoint Search Group
  • Lexington, NC
  • Our client, an international manufacturer with a location in Lexington, NC, is seeking an experienced Customer Service M...
  • 3/25/2024 12:00:00 AM

Salisbury (/ˈsɔːlzbəri/ SAWLZ-bər-ee) is a city in the Piedmont of North Carolina; it is the county seat of Rowan County. Located 44 miles northeast of Charlotte and within its metropolitan area, the town has attracted a growing population. This was 33,663 in the 2010 Census (growing 27.8% from the Census in 2000). Founded in 1753, Salisbury is noted for its historic preservation, with five Local Historic Districts and ten National Register Historic Districts. Salisbury is the home to North Carolina soft drink, Cheerwine, regional supermarket, Food Lion and Rack Room Shoes. It is one of two ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$75,306 to $107,341
Salisbury, North Carolina area prices
were up 1.5% from a year ago