Relationship Manager - Madison Financial Center - Madison, NJ - Full-time

Job Description:

Located in a financial center, relationship managers will focus the majority of their time deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. Relationship managers will engage in daily relationship calling to preselected Bank of America or Merrill Edge customers inviting them into the financial center for an appointment and will assist in servicing customer needs where applicable. Relationship managers will report to a local market sales manager. They will partner closely with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.

Primary Responsibilities

• Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to directly refer customers to other specialists for additional expertise or specialized needs
• Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
• Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals  in adherence with policies and procedures
• Conduct client engagement activities, adhering to call monitoring policies
• Participate in weekly  proactive planning sessions for client engagement activities and drive sales related topics
• Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Sell financial products, such as credit cards, CDs, IRAs and small business loans); Open deposit accounts
  • Quote rates, terms and programs for customer loan requests
  • Respond to customer inquiries and concerns and create customized solutions
  • Recognize and refer cross-sell opportunities
  • Monitor and track daily/weekly sales activities
• Execute sales and service tactics, activities and processes, as defined by company policies and procedures
• Proactively manage risk in every business, product, and service transaction by leveraging available tools
• Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the customer’s best interest and enhance client satisfaction
• Be available to work weekends and/or extended hours as required to run the business

Secondary Responsibilities

• When needed, assist, educate and train customers on how to conduct simple transactions through Automated Teller Assist (ATA), ATMs, online and mobile capabilities
• Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
• When needed, assist financial center manager and act as a back-up for dual control responsibilities such as opening the financial center and managing vault security codes

Shift:

1st shift (United States of America)

Hours Per Week: 

40