National Cooperative Bank · 11 hours ago
Relationship Manager
Hillsboro, OH
Full-time
Hybrid
Mid Level
3+ years expNational Cooperative Bank is seeking a Relationship Manager to assist in building and maintaining client relationships. The role involves understanding client needs, providing superior customer service, and collaborating with cross-functional teams to enhance banking product sales.
Banking
Responsibilities
Assist the Treasury Services Sales Manager in building and maintaining relationships with clients
Understand client needs and resolve issues promptly
Provide superior customer service
Develop a comprehensive understanding of banking products and services
Collaborate with the Treasury Services Sales Manager to identify opportunities for cross-selling banking products to clients
Assist with client presentations and meetings as needed
Collaborate with cross-functional teams, including operations, marketing, and product development
Assist the Treasury Sales Manager in coordinating and managing client events, and other initiatives
Other duties as assigned to support the team
Qualification
Required
Bachelor's Degree or equivalent work experience with a minimum 3 years of business banking cash management experience (Association Banking specific knowledge a plus)
Proven success in building business relationships internal and external customers
Proficient in Excel, Word, PowerPoint
Excellent communications skills
Ability to work independently and coordinate effectively in a team environment
Candidate must be knowledgeable about business banking and small business payment processing systems
Proficiency in the use of most Microsoft products, such as Word, Excel, PowerPoint, Pipeline Deals or other CRM software or services and various internal deposit systems (daily)
Candidate should have a strong understanding of association banking products and services
Excellent verbal and written communication skills are necessary to effectively interact with clients and colleagues
Provide exceptional customer service. Must be responsive, empathetic, and able to address client needs and concerns promptly. Building trust and maintaining long-term relationships with clients is critical
Strong analytical skills are necessary to access and identify suitable banking solutions. The ability to identify and resolve client issues and concerns is important
Must have a problem-solving mind-set and be proactive in finding solutions to meet clients' needs
Organization and time management: effective organization and time management skills are essential to prioritize work, meet deadlines, and ensure efficient client management
Teamwork and collaboration: Ability to work well within a team, coordinate efforts, and leverage expertise of others is critical
Adaptability and Learning Agility: Banking industry is subject to continuous change due to evolving technologies and market conditions. Must be adaptable, open to learning, and willing to stay updated with industry trends and advancements
Company
National Cooperative Bank
National Cooperative Bank is a company that offers banking and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Casey Fannon
Chief Executive Officer
Charles Snyder
President and CEO
Recent News
Crain's New York Business
2024-10-31
Company data provided by crunchbase