Client Relationship Manager – Banking & Investments
Bank of America
Mid-Market Account Manager, East
Lincoln Financial
full-time
Posted on:
Location: Florida, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $69,000 - $124,600 per year
Job Level
Mid-LevelSenior
About the role
- Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
- Partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings.
- Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
- Provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
- Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
- Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
- Identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality.
Requirements
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 3 - 5+ Years’ experience in relationship management that directly aligns with the specific responsibilities for this position
- Ability to communicate effectively (verbal/written)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Management/leadership experience
- Project management experience
- Experience working with multiple products
- Presentation training or skills
- Customer and/or broker facing role
- Ability to work with others in a team environment
- Demonstrates strong interpersonal skills with a collaborative style
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
