Part Time - Relationship Manager
RG&T Solutions · Mobile, AL · Yesterday
SalesPart-time
Location: On site at the specified location. Summary: Under general supervision, this role delivers full-service banking operations for high-net-worth clients with simple to moderately complex needs, adhering to departmental standards. Responsibilities Assists Private Client Services Relationship Managers in providing financial services, managing smaller client accounts, and developing sales skills.Acts as a primary contact for existing clients, handling inquiries, opening accounts, promoting cross-selling, and supporting loan processing.Supports relationship management by monitoring client portfolios, identifying new needs, and coordinating with internal partners to enhance client relationships.Uncovers client needs, recommends solutions, and helps develop sales strategies, with opportunities to assist in closing deals and hosting client entertainment. Requirements Bachelor's degree or equivalent with 2+ years of experience preferred.Proficiency in MS Office and strong written and oral communication skills.Attention to grammar, typing, and spelling accuracy.Positive attitude, adaptability, and desire to excel in a dynamic environment.