6 дней назад
Associate Relationship Manager (Banking)
50 000 - 58 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Relationship Manager (Banking): Supporting customer acquisition and volume growth by preparing credit applications, coordinating documentation, and assisting sales with vendor quotes with an accent on inside sales, credit analysis, and customer communication. Focus on managing application data, researching equipment manufacturers and sales channels, and coordinating efficiently with internal teams, vendor partners, and customers.
Location: Remote - Oregon, United States
Salary: $50,000–$58,000 per year, plus eligible discretionary bonus targets.
Company
is a digital-first banking institution providing technology-driven financial tools and services to individuals, small businesses, and companies.
What you will do
- Understand customer needs through sales conversations, data mining, and industry publications.
- Prepare complete credit applications and follow up on missing materials, credit questions, and contract documentation.
- Maintain customer and forecasting information in internal systems.
- Coordinate communications between internal functional groups, vendor partners, and customers.
- Support sales by providing quotes and researching equipment manufacturers and their sales channels.
Requirements
- Bachelor's degree or equivalent experience.
- Proven inside sales experience.
- Excellent verbal and written communication, listening, and presentation skills.
- Ability to multitask, prioritize, and manage time effectively.
- Experience with Salesforce.com or a similar CRM.
- Experience with Excel and PowerPoint.
Culture & Benefits
- Full-time employment with medical, dental, vision, and life insurance options.
- Paid sick leave, three weeks of vacation, and approximately 11 holidays per year.
- HSA or FSA accounts and other voluntary benefits.
- 401(k) retirement savings plan with employer match and a 529 savings plan.
- Employment is subject to credit, criminal background, and pre-employment drug screening.
- Employment eligibility is verified through the U.S. E-Verify program.
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