What are the responsibilities and job description for the RELATIONSHIP MANAGER position at Springs Valley Bank & Trust Company?
JOB DESCRIPTION: RELATIONSHIP MANAGER
DEPARTMENT: Financial Advisory Group
LOCATION: Jasper, Indiana
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Satisfy client relationships and develop new business.
Major Duties & Responsibilities
DEPARTMENT: Financial Advisory Group
LOCATION: Jasper, Indiana
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibilities
JOB SUMMARY: Satisfy client relationships and develop new business.
Major 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.
- Bachelor's degree in finance or related field.
- Two to five years of experience in sales preferred.
- Knowledge of investment securities.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
