What are the responsibilities and job description for the Relationship Manager position at Jobleads-US?
We're seeking a highly skilled Client Relationship Specialist to join our team in Rohnert Park, CA. As a key member of our team, you'll play a critical role in helping our customers achieve their financial goals.
About the Role
In this role, you'll work closely with customers to understand their financial needs and provide them with tailored solutions. You'll build and maintain strong relationships with clients, engaging them through multiple channels, including in-person, by appointment, and virtually.
The ideal candidate will have a minimum of four to five years of job-related retail banking experience and possess excellent customer service and interpersonal skills. Proficiency in Spanish and English is also required.
You'll be responsible for developing collaborative partnerships with branch team members and partners to best serve clients, as well as proactively educating clients on emerging and self-service digital products and services.
Responsibilities:
- Develop and implement effective sales strategies to meet client needs
- Build and maintain strong relationships with clients through proactive outreach and follow-up
- Engage with customers via multiple channels, including in-person, by appointment, and virtually
- Proactively educate clients on emerging and self-service digital products and services
- Develop collaborative partnerships with branch team members and partners to best serve clients
