RELATIONSHIP MANAGER

DEPARTMENT: Financial Advisory GroupLOACATION: Jasper, IndianaCLASSIFICATION: ExemptREPORTS TO: Financial Advisory Group ManagerSUPERVISES: No supervisory responsibilityJOB SUMMARY: Satisfy client relationships and develop new businessMAJOR DUTIES & RESPONSIBILITIES:Grow and maintain deep client relationships and high satisfaction through personal interactions.Advocate for clients and prospects; deliver recommendations that encompass multiple products and services as needed.Work with internal team to effectively coordinate delivery of an exceptional client experience.Development of new business relationships and management of an existing book of business.Build relationships with internal and external sales referral partners. Develop and leverage a personal network in the local community.EDUCATION & EXPERIENCE:Bachelor's degree in finance or related field.Two to five years of experience in sales preferred.KNOWLEDGE, SKILLS, AND ABILITIES:Knowledge of investment securities.Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.EOE, including disability/vets