Competent Systems
Alpharetta, GA
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Job Description :
Relationship Manager

Geneva IL , Berwyn IL, Oak Lawn IL, Melrose Park IL, Wheaton FC IL, Aurora IL

Contract


Required skills

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Is comfortable in your ability to identify solutions for new and existing clients based on their needs.
Is comfortable in your ability to actively contact clients by phone.
Communicates effectively and confidently, and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages your time and capacity.
Can be flexible to work weekends and/or extended hours as needed.
Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA


Desired skills

Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Experience in financial services and knowledge of financial services industry, products and solutions.
Sales experience in a salary plus incentive environment.
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
             

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