Salary
💰 $67,250 - $84,970 per year
About the role
- Serves as a central point of contact for clients and builds client relationships
- Identifies and develops relationship strategy for clients
- Recognizes current and emerging client needs and develop appropriate solutions
- Cooperates with relevant business partners in team-based portfolio development
- Coordinates with internal partners to fulfill agreed-to solutions
- Plans and executes quality client calls
- Manages transaction processes with support as needed
- Receives guidance from senior relationship managers for larger or more-complex transactions
- Continuously works towards developing a stronger credit acumen
- Serves as the first line of defense in identifying and managing risk
Requirements
- High School Diploma or GED
- Two (2) years of experience in a client-facing financial services role
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client relationship managementcommunicationteam collaborationproblem-solvingrisk management
Certifications
High School DiplomaGED