Relationship Manager

National Cooperative Bank. N.A. • Hillsboro, OH

8d

About The Position

Relationship Manager Client relationship Management- 40%  Assist the Treasury Services Sales Manager in building and maintaining relationships with clients.  Understand client needs and resolve issues promptly.  Provide superior customer service. Product knowledge and Sales – 20%  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. Team Collaboration-20%  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. Non-Essential Duties -20% :  Other duties as assigned to support the team Minimum Qualifications Include: 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. AA/EOE

Requirements

• 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.

Nice To Haves

• Association Banking specific knowledge a plus

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees