Relationship Manager

Job Description Responsible for the delivery of financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects. Responsible for acquiring and deepening relationships across all applicable financial wellness solutions. Achieves business results through leadership and productive collaboration with a wide range of partners. Responsible for consumer acquisition through proactive lead generation, appointments and referral generation. Delivers a differentiated client experience from acquisition through onboarding and ongoing servicing support. Responsible for managing and growing a portfolio of clients by leveraging tools and resources to maximize business results. Works across a broad range of partners, identifies the resource or team best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow‑up. Customer experience management – differentiates the customer experience through conversation and presentation skills and by creating exceptional experiences at events in a variety of external locations. Delivers customer well‑being through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Act as an advocate for clients and prospects, identifying trends and unique needs of the workforce. Influences annual marketing and communication plans based on workforce knowledge and/or client needs, including all support materials, media and content. Leverages tools to customize annual plans, including participant surveys, utilization reports and other data. Keeps the team informed of services via Edge reports and attends relationship review meetings as necessary. Collaborates with internal and external partners to update materials as needed. Qualifications Preferred Skills Client Relationship Building Community Development Competitive Strategies Customer Loyalty Group Problem Solving Negotiation New Business Development Relationship Management Competencies Banking Products Business Acumen Customer Experience Management Digital Awareness Effective Communications Flexibility and Adaptability Managing Multiple Priorities Products and Services Selling Understanding Customer Needs Work Experience Roles at this level typically require an Associate’s or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. #J-18808-Ljbffr