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