FTIS Relationship Manager
Core
Primary contact for a large volume of assigned National and Regional institutional clients, accountable for client satisfaction, retention, and revenue growth through cross-sales and product upgrades.
Role type
Senior IC relationship manager (institutional banking)
Builds
Cross-sell opportunities and new client relationships for retirement plans, investment management, and trust/custody solutions
Domain
Banking / Institutional Financial Services
Deliverable
product features
Required skills
Consultative selling, client relationship management, financial product knowledge, CRM documentation, industry trend analysis, internal collaboration
Preferred skills
Finance/Economics/Business Administration degree, presentation skills, problem solving
Technologies
Microsoft Office (Word, Excel, PowerPoint), CRM systems
Responsibilities
Develop consultative relationships with C-suite and senior management; drive cross-sell opportunities to achieve sales goals; analyze industry and client trends; assist with new business development; manage client documentation, pricing, and profitability; facilitate implementation of new products; represent the bank in professional groups.
Seniority
Mid-Senior level, hands-on IC
