Relationship Manager Personal Banking - Branch
$80,454–$101,421 year
HybridRochester, New York, United States
Job Summary
Conduct outbound calls and emails to high-potential customers to schedule appointments and build relationships for banking, wealth management, and mortgage needs. Actively manage the allocated book of high net worth customers by identifying product requirements, providing financial guidance, and resolving issues through follow-up. Drive new customer growth by establishing referral sources and networking within the business community to meet assigned sales and referral goals for deposits, loans, and payment products. Collaborate with Branch Managers and internal teams in Business Banking, Mortgage, and Wealth Management to ensure operational excellence and effective communication. Adhere to company policies while processing tasks such as opening accounts and submitting loan applications.
Required Qualifications
- Bachelor's degree or 4 years of directly related experience
- minimum of 4 years of prior sales, leadership, or related experience
- Licensed Notary
- Proficient in building customer and peer relationships
- Proven track record of engaging high net worth customers and prospects through phone conversations
- Strong communication skills, with the ability to communicate effectively with internal ESL team members and external stakeholders
- Demonstrated critical thinking skills
- Ability to manage time effectively and operate independently, with little daily oversight
- Proven ability to manage and prioritize multiple responsibilities
- Strong cultural competency and desire to work in an organization that values diversity, equity, and inclusion
- Experience providing customers with financial guidance and helping them to achieve financial wellness
- Commitment to our Purpose – We help our community thrive and prosper
- Ability to engage with local businesses and centers of influence to foster strong partnerships and collaborative opportunities
- Ability to proactively leverage data to enhance performance and make informed decisions and recommendations
- Excellent verbal and written communication skills
- Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper
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