Banking Relationship Manager

3 days ago


Bar Harbor, Maine, United States Powelson Consulting Full time
Job Description

This role is responsible for connecting clients with the breadth of solutions that the company offers to help achieve their financial goals in a virtual environment.

Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe to understand life and financial goals, and pair new solutions and services to meet client needs.

Key Responsibilities:
  • Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
  • Responds to customer inquiries and concerns, creating customized solutions
  • Sells and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
  • Identifies client needs for Specialist (licensed) sales functions and refers to partners (Merrill, Lending, & Small Business)
  • Quotes rates, terms, and programs for banking solutions
  • Manages risk in every business, product, and service transaction leveraging available tools
Required Skills:
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections
  • Is comfortable receiving ongoing performance feedback and coaching
  • Enjoys ongoing change and learning new technology/processes
  • Has an intermediate level of proficiency with computers
Desired Skills:
  • Experience in financial services
  • Experience in sales, cross-selling, upselling, or referring products
  • Experience working in an inbound or outbound contact center (phone, chat, and/or video)
  • Experience working as a Personal Banker managing high-client volume
Training and Schedule:

Training will begin on Monday, September 9, 2024, and will take place Monday through Friday from 9:00 AM to 5:30 PM EST. The first and second shifts are available, and Sundays are closed.

Onsite work will be required on the following schedules:

  • Monday, Tuesday, Friday: 7:55 AM - 6:55 PM and Saturday: 8:55 AM - 7:55 PM
  • Tuesday, Wednesday, Thursday, Friday: 10:30 AM - 7:30 PM and Saturday: 11:00 AM - 8:00 PM

Lincoln, RI



  • Bar Harbor, Maine, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at M&T Bank. As a key member of our Dealer Commercial Services team, you will be responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with complex lending and financial requirements.Key ResponsibilitiesDevelop and maintain...


  • Bar Harbor, Maine, United States M&T Bank Full time

    Job Summary:We are seeking a highly skilled and experienced Senior Relationship Manager to join our Dealer Commercial Services team at M&T Bank. As a key member of our team, you will be responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements.Key...


  • Bar Harbor, Maine, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at M&T Bank. As a key member of our Dealer Commercial Services team, you will be responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements.Key ResponsibilitiesEstablish and...


  • Bar Harbor, Maine, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at M&T Bank. As a key member of our Dealer Commercial Services team, you will be responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with complex lending and financial requirements.Key ResponsibilitiesEstablish and maintain...


  • Bar Harbor, Maine, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at M&T Bank. As a key member of our Dealer Commercial Services team, you will be responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements.Key ResponsibilitiesEstablish and...


  • Bar Harbor, Maine, United States Allied Universal® Full time

    Job OverviewAllied Universal, a leading security and facility services company, offers rewarding careers that provide a sense of purpose. As a Security Officer, you will be part of a dynamic, diverse, and inclusive team that fuels a culture that reflects in our communities and customers we serve.We offer a range of benefits, including medical, dental, and...


  • Bar Harbor, Maine, United States Scout Exchange Full time

    Job Title: Advanced Client Solutions SpecialistAt Scout Exchange, we are seeking an experienced Advanced Client Solutions Specialist to join our team. This role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals in a virtual environment.Key Responsibilities:Build and deepen...


  • Bar Harbor, Maine, United States Scout Exchange Full time

    Job Title: Advanced Client Solutions SpecialistLocation: Lincoln, RIJob Type: PermanentShift: Various schedules availableThis role is responsible for connecting clients with the breadth of solutions that Bank of America offers to help achieve their financial goals in a virtual environment. As an Advanced Client Solutions Specialist, you will balance service...


  • Bar Harbor, Maine, United States Bangor Savings Bank Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at Bangor Savings Bank. As a key member of our banking team, you will be responsible for providing exceptional customer service and a full range of banking services to our customers.Key ResponsibilitiesProvide excellent customer service and build strong relationships with...


  • Bar Harbor, Maine, United States Jamie Grayem Full time

    Job Title: Bilingual Call Center BankerJoin Jamie Grayem as a Bilingual Call Center Banker and play a vital role in connecting clients with the breadth of solutions that the bank offers to help achieve their financial goals in a virtual environment.Responsibilities:Work with clients to build and deepen relationships by uncovering financial needs and...


  • Bar Harbor, Maine, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in investment management and financial planning.We are seeking a highly skilled Investment Consultant II to join our team. As an Investment Consultant II, you will be responsible for providing financial guidance and assistance to...


  • Bar Harbor, Maine, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As an Investment Specialist Trainee, you will play a critical role in providing exceptional client service and deepening relationships with our clients.Key Responsibilities:Provide phone-based services to...


  • Bar Harbor, Maine, United States Powelson Consulting Full time

    Job Overview This position is focused on connecting clients with a wide array of financial solutions offered by Powelson Consulting to help them achieve their financial aspirations in a remote setting. Client Solutions Specialists effectively balance service requests with sales opportunities, becoming experts in financial offerings, understanding client life...


  • Bar Harbor, Maine, United States Powelson Consulting Full time

    Position Overview The Client Solutions Specialist plays a crucial role in linking clients to the diverse array of financial solutions offered by Powelson Consulting, aimed at helping them realize their financial aspirations in a digital setting. In this position, the specialist adeptly balances service inquiries with sales prospects, demonstrating expertise...


  • Bar Harbor, Maine, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As an Investment Consultant II, you will play a critical role in providing exceptional client experiences and deepening existing relationships.Key Responsibilities:Provide financial guidance and...


  • Bar Harbor, Maine, United States Powelson Consulting Full time

    Job Overview This position entails establishing connections with clients to leverage the extensive range of solutions offered by the company, aimed at helping them achieve their financial aspirations in a digital setting. Advanced Client Solutions Specialists are adept at balancing service inquiries with sales prospects, possessing deep knowledge of...


  • Bar Harbor, Maine, United States Powelson Consulting Full time

    Job Overview This position is dedicated to linking clients with the extensive array of services that Powelson Consulting provides to assist them in reaching their financial aspirations in a remote setting. Client Solutions Specialists expertly balance service inquiries and sales prospects, demonstrating proficiency in financial offerings, and delving into...


  • Bar Harbor, Maine, United States 804 Technology Full time

    Account Manager Role at 804 TechnologyWe are seeking a skilled Account Manager to join our team at 804 Technology. As an Account Manager, you will be responsible for managing relationships with a portfolio of clients, ensuring customer satisfaction, and identifying opportunities for upselling products or services.Key Responsibilities:Develop and maintain...


  • Bar Harbor, Maine, United States Compass Group Careers Full time

    Job SummarySummary: We are seeking a highly organized and detail-oriented Administrative Assistant to provide clerical support to our food service programs.Key Responsibilities:Provide exceptional customer service to students, parents, and staff.Manage confidential personnel files and maintain accurate records.Assist management staff with preparing...


  • Bar Harbor, Maine, United States 804 Technology Full time

    Job Description804 Technology is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and driving business growth through exceptional service.Key Responsibilities:Build and maintain relationships with clients to...