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Skills and Competencies: Customer Focus, Developing Potential, Results Driven, Strong Organizational Skills, Communication Skills, Problem Solving/Decision Making, Job Knowledge and Relationship Management.
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Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software.
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Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale. Maintains detailed reports of sales activities including calls, orders, sales, lost business, and any customer or vendor relationship problems.
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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Full-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
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We're seeking a future team member for the role of Senior Vice President, Relationship Management to join our Core Client Excellence team. Knowledge of Asset Servicing - Global Custody, Understanding of Banks, Broker/Dealer and Insurance.
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Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team Member morale, productivity and efficiency/effectiveness.
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Capture and record customer information and sales activity into customer relationship management (CRM) system and other business systems. Collaborating with your Community Relationship Manager (CRM), other OEs, and your Outreach Manager/Outreach Director to drive lead generation with local community members or Insurance Agents (IAs.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Support up to 4 Relationship Managers (RMs) with client management responsibilities for the portfolio. 4-6+ years of experience in credit analysis, commercial banking and business banking with at least 2 years of specific portfolio management and or underwriting experience.
$139,633 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Periodically accompanies Relationship Manager on calls with top 20 clients to support on going training and development of Portfolio Manager.
$139,633 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Customer service representative Customer support Call center Customer satisfaction Problem-solving Communication skills Customer inquiries Ticketing system Customer complaints Conflict resolution Product knowledge Order processing Service inquiries Multitasking Active listening Empathy Resolution time Customer feedback Service excellence Escalation management Chat support Email support CRM (Customer Relationship Management.
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CRM Maintenance: aids team members in the creation/management of client contacts, creates/maintains client groups and relationship ties and completes other responsibilities as assigned. Deposit administration: works with Treasury Management and branches for new account opening, monitors daily NSFs and overdrafts, monitors continuous overdraft positions, handles settlement of non-post, handles wire transfer requests after proper authentication is completed and processes ACH approvals/correspondence.
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Entry of sample receipt information into Laboratory Information Management System (LIMS) Microbac Laboratories is an essential business offering competitive pay and benefits including medical, dental, vision, life insurance, disability, generous paid time off including vacation, holidays and flex-time, a wellness program, referral bonus, tuition reimbursement and more.
Part-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Knowledge of Optical materials and components, their properties, and performance are a strong plus; ability to communicate in English; ability to work in an intercultural environment and effectively build up cross national and functional teams; Customer Relationship Management; deal maker personality.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
relationship management jobs in Duryea, PA
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