What are the responsibilities and job description for the Client Relationship Manager position at First Bank?
**Company Overview**
At First Bank, we pride ourselves on being one of the largest independent banks in the U.S. Our mission is to provide exceptional financial services to our clients while fostering a diverse and inclusive work environment.
As a Client Relationship Manager, you will be an integral part of our team, responsible for expanding current client relationships and building new ones by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
Key Responsibilities:
- Expanding current client relationships and building new client relationships by understanding their needs and providing solutions
- Working towards achievement of branch and individual sales and referral goals
- Retaining existing client relationships and obtaining new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities
- Assisting in initiating sales and business calls on their own
- Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client
- Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities
- Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities
- Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals
- Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank
- Provides maintenance on accounts and products when requested and authorized by the client
