Relationship Mgr Job Description
Relationship Mgr Duties & Responsibilities
To write an effective relationship mgr job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship mgr job description templates that you can modify and use.
Sample responsibilities for this position include:
Relationship Mgr Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Mgr
List any licenses or certifications required by the position: NISM, AMFI, CPSM, CPM, ITIL, CEBS, SHPR, PHR, CPP, MCSE
Education for Relationship Mgr
Typically a job would require a certain level of education.
Employers hiring for the relationship mgr job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Education, Accounting, Management, Economics, Business/Administration, Financial Services, Communication, Health
Skills for Relationship Mgr
Desired skills for relationship mgr include:
Desired experience for relationship mgr includes:
Relationship Mgr Examples
Relationship Mgr Job Description
- On-going CRM campaign development, testing, management and optimization of direct mail, email, and mobile marketing strategies to drive customer retention and loyalty
- Manage segmentation strategy and list pulls for broadcast emails, triggers, and direct mail
- Responsible for customer analytics and behavioral reporting in cooperation with 3rd party vendor
- Partner with database vendor and corporate CRM to prioritize key analytical projects
- Develop testing strategies for all aspects of the CRM to ensure the most effective approach for Kiehl’s, its products, and customer relevance and response rates
- Work with AVP on Customer Journey Mapping, analyzing all touch points
- Optimize and increase capture rate both in store and digitally/online through CRM initiatives and data capture strategies, including at point of sale, white label, and development of tablet programs
- Be the on-site expert in data architecture and flow
- Reducing time
- Demonstrated expert relationship management skills at the most senior levels
- Expert knowledge and skill with translating data into insights, particularly as it relates to CRM and consumer/behavioral analytics
- Must be analytical but also creative
- Ability to exert influence on corporate wide initiatives
- Requires expert conflict resolution skills to maintain strong relationships
- Industry certifications and designations (CEBS)
- May attain additional industry certifications and designations (CEBS)
Relationship Mgr Job Description
- Represents user area to IT departments in complex system enhancements and design activities to ensure changes take into account business needs
- Promotes good business management
- Serves as liaison between business units and CTS
- Trains staff in technical tools and skills, specific applications or systems and their business functions to maximize their contribution to the team
- Manages a small relationship management team
- Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution
- Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings
- Coordinate the installation of assigned new groups with the plan sponsor and channel relationships
- Deliver all aspects of the enrollment, re-enrollment, and education process
- Participate in sales presentations as a relationship manager when requested by sales manager
- 5+ years of relevant digital communications experience
- Strong current business network preferred
- Bachelor's degree in business, finance, accounting or related field and/or equivalent training and experience
- Bachelor's degree required/equiv in related area
- CCTS
- Corporate Trust work experience
Relationship Mgr Job Description
- Administer and monitor a detailed sales tracking system
- Direct responsibility to lead a structured client account retention program
- Connect at the CxO level in client organization
- Implements processes and tools for different types of contracts, risk assessment, dispute and issue resolutions through continual review of existing policies and procedures
- Responsible for driving the company’s culture through values and customer service standards
- Develop and maintain effective relationships through complete and timely communication
- Serves as principal point of contact for joint venture stakeholders
- Reviews and approves monthly and quarterly joint venture financial statements to ensure accuracy and compliance with GAAP, internal and external policies and regulations
- Reviews meeting packages, presents results of operations at joint venture board meetings at least quarterly
- Provides direction and guidance to Financial Analysts on ad hoc financial reporting, forecasts, budgets and models
- Experience in CRM and related work experience which demonstrates an understanding of and skill in direct-to-consumer marketing principles
- AP-style writing/editorial capability
- Strong interpersonal, collaboration, leadership and organizational development skills
- 3+ years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience
- Demonstrates knowledge and understanding in how to identify and process at risk clients, approval process, change terms
- Able to manage own workload prioritizing activities, balancing conflicting demands and working on own initiatives to meet the management expectations
Relationship Mgr Job Description
- Makes capital call recommendations to Division Director, and communicates approved capital calls to stakeholders
- Reviews and presents distribution recommendations Division Director for approval and to stakeholders
- Serves on Board of Directors for joint ventures
- Approves and presents distribution recommendations to stakeholders
- Reviews and presents annual budget to stakeholders for approval
- Provides pre and post transaction Business Development support and document review, including review of the venture’s capital structure and deal funding, including participation in pre and post transaction calls and pro forma review and approval
- Participates in monthly RVP A/R calls and works with billing groups and reimbursement functions to manage stakeholder understanding of accounts receivable and its impact
- Coordinates debt management for joint ventures entities, as required
- Prep and debrief candidates
- Supervise and manage candidates on assignment
- Typically requires a degree from a four-year college (e.g., B.A., B.S.)
- Certified Treasury Professional (CTP) accreditation required
- Must be able to travel locally and regionally to business conferences and events using the most reasonable method available
- CCTS - Certified Corporate Trust Specialist
- Experience managing multiple areas of focus and function
- Demonstrated strategic planning capabilities and must be multi-task capable
Relationship Mgr Job Description
- Responsible for retaining retirement plan clients and growing existing plans
- Manage and/or Identify and research current and potential ClearVue and Incentive suppliers
- Negotiate ClearVue and Incentive Contracts
- Assumes responsibility for development and implementation of ClearVue marketing strategies and policies
- Educates internal and external partners on features and benefits of the ClearVue Program
- Researches, analyzes and responds to business conditions that affect ClearVue Suppliers and marketing strategy
- Evaluates and monitors the satisfaction level of Suppliers participating in the ClearVue Program
- Consults with IT on any technical data issues incurred with the programs and facilitates necessary changes
- Develops audit and quality assurance programs and strategies to ensure efficiencies, quality of service and customer retention
- Monitors and ensures staffing and productivity levels compliance with policies and procedures to ensure efficiency and professionalism
- Excellent financial, accounting, project mgt
- Demonstrable experience managing clients and doing end-to-end deals
- 5 years commercial lending origination and/or development experience required
- Ability to analyze, review and negotiate commercial loan requests
- Ability to understand and apply macro and micro economics concepts to business situations
- Experience may be in either commercial real estate or commercial and industrial origination