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RELATIONSHIP MANAGER

RELATIONSHIP MANAGER

Springs Valley Bank & Trust CompanyJasper, IN, US
12 hours ago
Job type
  • Full-time
Job description

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 :

  • Bachelor's degree in finance or related field.
  • Two to five years of experience in sales preferred.

    • KNOWLEDGE, SKILLS, AND ABILITIES :

  • Knowledge of investment securities.
  • Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.

    • EOE, including disability / vets

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    Relationship Manager • Jasper, IN, US