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Banking Relationship Manager

The Cape Cod Five Cents Savings Bank
Sandwich, MA Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 2/28/2025

Role Description

The Banking Relationship Manager serves as the primary point of contact for customers, providing expert guidance and support to help them achieve their financial goals. This seasoned professional will work closely with customers to understand their financial needs, identifying opportunities to increase sales and revenue growth through cross-selling and upselling Bank products and services.

Key Responsibilities

  • Develops and implements customized solutions to meet the unique needs of customers, increasing sales and revenue growth.
  • Collaborates with colleagues to develop and implement strategic plans to drive business growth and customer satisfaction.
  • Participates in ongoing training and professional development to enhance knowledge and skills in areas such as sales, customer service, and banking operations.
  • Contributes to a positive and productive work environment, demonstrating a commitment to teamwork and collaboration.

Requirements

  • Minimum five years of experience in a customer-facing role, preferably in banking or a related industry.
  • Proven track record of success in sales, customer service, or a related field.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with customers and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex data and make informed decisions.

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