Senior Relationship Manager

2 days ago


Hartford, Connecticut, United States Berkshire Bank Full time
Job Title: VP, Relationship Manager

Job Summary:

We are seeking a highly skilled and experienced VP, Relationship Manager to join our team at Berkshire Bank. As a key member of our organization, you will be responsible for providing direction and leadership to our affluent clients, delivering on our franchise power.

Key Responsibilities:

  • Provide full-service banking to high-value clients and oversee a portfolio of simple and/or packaged product account relationships.
  • Consult with new and existing clients regarding their financial needs, identifying sales opportunities and following through to close.
  • Deepen customer relationships through cross-selling, including investments, insurance, commercial, and retail products.
  • Interact daily with clients at bank branches, their homes, and places of business to provide a high-touch personalized customer experience.
  • Work directly with the MyBanker Leader to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans, and accomplishments.
  • Build a network of internal and external centers of influence to enhance the client experience and exceed customer expectations.
  • Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards.

Requirements:

  • BA or equivalent degree.
  • 5+ years of experience in a financial sales environment with proven results.
  • Demonstrated ability to lead and manage Salesforce, proven coaching skills.
  • Demonstrated experience servicing the needs of high-net-worth individuals with a premier level of customer service.
  • Commercial/business banking experience.

Skills and Knowledge:

  • Ability to set strategic direction and deliver business solutions.
  • Demonstrates a high level of Leadership Behaviors.
  • Strong client management skills.
  • Strong business development skills.
  • Extensive understanding of financial markets.
  • Excellent verbal and written communication skills necessary to interact with personnel at all levels of the organization.

Berkshire Bank is an Equal Opportunity Employer: all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.



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