Relationship Manager - Sales jobs in Charlotte, NC
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)
Recently Added Relationship Manager - Sales jobs
Relationship Manager
- AssetMark Financial Holdings, Inc.
-
Charlotte, NC
FULL_TIME
- Job Description: The Job/What You'll Do: Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly tied to tangible account growth through deeper client integration, swift client onboarding, and client retention. As the relationship owner of RIA firms and its advisors, Relationship Managers are required to become the Adhesion expert in their clients’ business model and practice. Relationship Managers are expected to maintain a book of business, including the forecasting and delivery of sales goals and targets, through dynamic account plans for both existing relationships and newly minted relationships in asset onboarding. Relationship managers need proactive curiosity and the ability to independently develop key relationships and collaborate internally with our service and solutions teams to realize and retain full expected assets. Responsibilities: Build relationship/outreach plans based on firms’ book-of-business needs and potential Own the client relationship and become the Adhesion advocate for them Promote distribution of Adhesion's various value-add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO programs through active consulting with the advisory firm Identify opportunities to increase wallet share through asset onboarding, winning outside assets, or positioning firms to grow by introducing more outsourcing options Retain firms by identifying possible threats and maintaining a strong relationship Work with management and other departments to create campaigns to current clients, which highlight value add services of the platform Familiarize with the industry, trends, and solutions that continually enhance Adhesion's platform or overall offer to advisors Knowledge, Skills, and Abilities: Strong track record of results and sales Ability to quickly learn managed account and technological solutions and adapt in a fast-paced environment Excellent organizational skills, including the ability to effectively plan, organize and prioritize tasks Strong written and verbal communication skills Positive change advocate Moderate amount of travel Education & Experience: Undergraduate Degree 5-7 years of relationship or account management experience working with Financial Advisors Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #Adhesion Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements. Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.
- 1 Month Ago
Relationship Manager
- Assetmark
-
Charlotte, NC
FULL_TIME
- Job Description:The Job/What You'll Do:Relationship Managers are the growth engine for our RIA-focused business. Candidates should have excellent relationship management skills, which can be directly ...
- 1 Month Ago
Relationship Manager
- ComForCare Home Health Care - Suburban Metrolina
-
Monroe, NC
PART_TIME
- At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
- 2 Months Ago
Relationship Manager
- ComForCare Home Health Care - Suburban Metrolina
-
Concord, NC
PART_TIME
- At ComForCare Home Care, we value our employees like family. We celebrate success and have fun. Our focus is to help our clients and employees live their best lives possible. Join our team and be a pa...
- 2 Months Ago
Relationship Manager
- Quality Builders Warranty Corporation
-
Charlotte, NC
FULL_TIME
- Quality Builders Warranty is seeking to hire a full-time Relationship Manager to join our team in either our Charlotte, NC or Camp Hill, PA office. We are looking for candidates who are outgoing and p...
- 2 Months Ago
Sales Representative / Client Relationship Manager (Part Time/Full Time)
- Interluxe Auctions
-
Charlotte, NC
FULL_TIME|PART_TIME
- ATTENTION REAL ESTATE AGENTS, REALTORS, & MORTGAGE LOAN ORIGINATORS!Are you looking for a flexible part time or new full time opportunity?Interluxe Auctions is a revolutionary marketplace that is chan...
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0 Relationship Manager - Sales jobs found in Charlotte, NC area
Banking as a Service (BaaS) Relationship Manager - (Hybrid/Remote)
- Emprise Bank
-
Charlotte, NC
- At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities ...
- 4/26/2024 12:00:00 AM
Information Technology Business Relationship Manager
- TTX Company
-
Charlotte, NC
- About TTX TTX is a unique and creative provider of service to the rail industry. Our signature yellow cars move the good...
- 4/25/2024 12:00:00 AM
Relationship Manager - Ballantyne, NC
- Fidelity TalentSource LLC
-
Charlotte, NC
- Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s ...
- 4/25/2024 12:00:00 AM
Banking as a Service (BaaS) Relationship Manager - (Hybrid/Remote)
- Emprise Bank
-
Charlotte, NC
- At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities ...
- 4/25/2024 12:00:00 AM
Internal Relationship Manager
- Asset Mark
-
Charlotte, NC
- Job Description: Job Description The Job/What You'll Do: Partner with Relationship Managers, the growth engine for our R...
- 4/24/2024 12:00:00 AM
Investment Product Sales Specialist (Remote Possible)
- Equitable
-
Charlotte, NC
- At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences m...
- 4/24/2024 12:00:00 AM
Purchasing Manager
- AccruePartners
-
Charlotte, NC
- WHY THIS ROLE IS IMPORTANT: Strategically manage the supply chain for two warehouse to ensure operational efficiency and...
- 4/24/2024 12:00:00 AM
Information Technology Business Relationship Manager
- Ttx Company
-
Charlotte, NC
- About TTX TTX is a unique and creative provider of service to the rail industry. Our signature yellow cars move the good...
- 4/23/2024 12:00:00 AM
About Charlotte, North Carolina
Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249.
Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$60,160 to $78,782
Charlotte, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Relationship Manager - Sales do?
Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
December 22, 2019
Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
February 21, 2020
Manage day-to-day performance of all sales rep team members.
February 02, 2020
Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019