RELATIONSHIP MANAGER

Job Description

Job Description

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 :

• 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.

EDUCATION & EXPERIENCE :

KNOWLEDGE, SKILLS, AND ABILITIES :

EOE, including disability / vets