Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Business Relationship Manager
Job Summary:
This position is responsible for acquiring, retaining, and expanding the deposit and treasury management needs of business banking customers. The BRM will profile, discover banking needs, and offer solutions to meet the customer’s financial objectives. The BRM will seek to source potential business through referrals from the Bank’s internal customers and staff, external business professional sources, business organizations, and existing clients. The BRM will act as the primary point of contract for new business clients and will continually support, coach, and provide expertise to Bank employees regarding business products and services.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties and responsibilities described herein.
· Source, build, and maintain new customer relationships within the Bank’s target market.
· Source new deposit opportunities through the Bank’s existing clients and external sources.
· Build effective relationships with members of the community.
· Supports the bank’s strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.
· Determine business needs, make recommendations, and follow up to ensure proper resolution.
· Work well in a team environment by partnering with other colleagues to meet customer needs.
· Other duties or projects as assigned.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Required Skills and Qualifications:
· 1-3 years of experience working with businesses in a sales capacity.
· Strong initiative, comprehensive planning, organization, and follow-up skills.
· Strong interpersonal, verbal, and written communication skills.
· Strong problem-solving skills and attention to detail.
· Computer skills, including proficiency in Microsoft Office specifically in the use of Word and Excel. Familiarity with Microsoft Outlook and Adobe.
· Must be willing and able to learn other banking-related programs and software.
· Must work well under stress and meet deadlines while managing multiple tasks.
· Must be able to handle sensitive information and maintain confidentiality.
· Must be able to take direction, work well individually and with a team while maintaining a positive attitude.
· Must demonstrate a business professional image and demeanor.
· Must be able to pass a background and credit check. Must demonstrate responsible use of personal credit.
Education and Experience:
· High School diploma or equivalent required, some college preferred.
· Three (3) years of experience in a banking environment, required.
· Bilingual in Spanish helpful.
AAP/EEO Statement
FNBBA is an equal opportunity employer. This means FNBBA will not discriminate in any of its employment practices on the basis of sex, age, race, color, mental or physical disability, national origin, religion, sexual orientation, marital or veteran’s status, or other legally protected status. All employees have the responsibility to adhere to this policy and to use all efforts to further its implementation.
Job Type: Full-time
Benefits:
Schedule:
Work Location: In person
Clear All
0 Relationship Manager - Sales jobs found in Broken Arrow, OK area