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)
Job title: Manager - Business Operations
Location: 4040 Esplanade Way Tallahassee, FL 32311
Job summary:
Business Operations Specialist (2) - provide detailed desk procedures as well as overall business processes to the Contract Manager as the Department transitions from the current accounting and cash management system, (FLAIR) to the implementation of a cloud-hosted, modern financial management solution, (Florida PALM).
Project Management Specialist (1)- same duties as Business Ops Spec, with project supervisory duties.
WORK ENVIRONMENT: Professional Office / Cubicle
CANDIDATE RESPONSIBILITIES:
** Documenting current business processes, including face to face, phone, email or video conferencing communications
** Inventory, catalog and comprehensively document all existing roles, processes and procedures involved in the operation of the departments (Accounting, Budget, Disbursements, Finance, Revenue, and Reporting functions)
** Ability to draft precise and exhaustive procedures
Job Type: Contract
Schedule:
Ability to Relocate:
Work Location: In person
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