Customer Service Manager Jobs

Job Title: Relationship Banker Company: HSBC Location: Manlius, NY Description: NY-Manlius Make the Right Move and join a winning team! Build your career with us. HSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world. Our domestic strength and extensive global network provides our employees with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for diverse experiences and challenging career opportunities. Utilizes customer relationship management system to provide targeted sales opportunities and proactively see to current and potential customers. Develops, manages and expands personal and business customer relationships, which may include managing a portfolio that comprises small or less complex customer relationships at service levels that meet or exceed customer expectations. Initiate contact with more profitable current and potential customers to discuss their financial requirements; sell appropriate core financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships; refer them to other specialized product areas as required. Identify cross-sell opportunities through proper usage of Individual Reviews, including identifying opportunities to refer quality investment and insurance leads to the Financial Advisor and Premier-eligible relationships. Ensure adherence to established customer interaction standards for every transaction, including meeting or exceeding standard mystery shop scores. Enhance Company image by delivering superior customer service. Work closely with Financial Advisor to effectively sell investment and insurance products.Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Act as Premier Relationship Manager as needed. Provide guidance and training to less experienced personnel and assist in customer service and operational activities as required. Complete other responsibilities, as assigned. Meet established sales and promotional goals; utilize customer relationship management system to provide targeted sales opportunities and support pro-active selling to current and potential customers, including via telephone. Complete CCOs and set appropriate appointments as required. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking. Participate in training programs to enhance product knowledge and cross-selling skills. Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Achievement of branch assigned sales and service goals and investment and insurance sales. Adherence to compliance and audit policies. Achievement of customer satisfaction goals. Basic Qualifications: Bachelor's degree or equivalent experience Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale Life, health and series 6 and 63 licenses or ability to attain within sixty days of hire Strong interpersonal, communications, sales, organizational and persuasion skills Broad knowledge of financial services products and services Ability to use the customer relationship management system See Job Description Benefits: HSBC is a pay for performance company with policies and programs designed to ensure all employees receive fair and equitable compensation based on performance. Our compensation program is designed to attract, motivate, develop and retain the very best people. We are proud of our comprehensive flexible benefit program. Our program allows our employees to select the features that make the most sense for their individual and/or dependent(s) needs. Our benefit features include, but are not limited to; medical, prescription drug, dental, vision, life insurance, short and long term disability, retirement plans, stock option purchase plan, and a competitive time off program.

Job Title: Relationship Banker - Memorial* Company: Sterling Bank Location: Houston, TX Description: Location: Memorial Banking Center, 840 Gessner, Suite 100, 77024 Hours: Monday - Friday 8:00 AM - 5:00 PM, Rotational Saturdays Minimum Requirements: High school diploma or GED At least three years of experience in customer service or sales to include at least two years relevant banking experience Ability to work in fast-paced team environment, handle multiple tasks and prioritize work Ability to apply general accounting knowledge (debits, credits, balancing) to processes Ability to apply knowledge and sound judgment in decision-making and understand consequences of decisions Ability to solve problems; must possess excellent research and analytical skills Ability to cross sell bank products and services Enjoys working with the public Excellent customer service skills Excellent written and oral communication skills Excellent time management and organizational skills Intermediate level computer competency including Microsoft Windows (Word, Excel and Outlook) Proficient use (by touch) of 10-key calculator Accurate keyboarding skills (30-35 wpm) Preferred Qualifications: College degree in a related field Some banking experience Ability to conduct a customer financial interview and provide appropriate solutions Ability to identify prospects and make presentations Proven mentoring, training, and coaching skills General knowledge of banking products, entity documents, policies, processes and procedures General knowledge of banking systems. Bilingual (English/Spanish) highly desirable Duties: Sells bank products and services to new and existing customers Develops and grows book of business through prescribed methods and follow-up Develops relationships using a prescribed method of financial interview and follow-up Refers qualified leads to profit centers Provides excellent customer service to existing deposit and loan account holders by responding to customer inquiries and providing services including stop payments, ordering checks, closing accounts, safe deposit boxes, etc. Obtains complete and accurate account documentation Provides notary service as necessary Assists customers with entry/departure to safe deposit boxes Performs other related duties as requested or assigned We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Job Title: Branch Relationship Banker Company: HSBC Location: Chicago, IL Description: See Job DescriptionMake the Right Move and join a winning team! Build your career with us. HSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world. Our domestic strength and extensive global network provides our employees with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for diverse experiences and challenging career opportunities. Utilizes customer relationship management system to provide targeted sales opportunities and proactively see to current and potential customers. Develops, manages and expands personal and business customer relationships, which should include managing a portfolio that comprises small or less complex customer relationships at service levels that meet or exceed customer expectations. Initiate contact with more profitable current and potential customers to discuss their financial requirements; sell appropriate core financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships; refer them to other specialized product areas as required. Identify cross-sell opportunities through proper usage of Individual Reviews, including identifying opportunities to refer quality investment and insurance leads to the Financial Advisor and Premier-eligible relationships. Ensure adherence to established customer interaction standards for every transaction, including meeting or exceeding standard mystery shop scores. Enhance Company image by delivering superior customer service. Work closely with Financial Advisor to effectively sell investment and insurance products. Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Act as Premier Relationship Manager as needed. Provide guidance and training to less experienced personnel and assist in customer service and operational activities as required. Complete other responsibilities, as assigned. Meet established sales and promotional goals; utilize customer relationship management system to provide targeted sales opportunities and support pro-active selling to current and potential customers, including via telephone. Complete CCOs and set appropriate appointments as required. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking. Participate in training programs to enhance product knowledge and cross-selling skills. Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Achievement of branch assigned sales and service goals and investment and insurance sales. Adherence to compliance and audit policies. Achievement of customer satisfaction goals. Basic Qualifications: Bachelor ?Ts degree or equivalent experience Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale Life, health and series 6 and 63 licenses or ability to attain within sixty days of hire Strong interpersonal, communications, sales, organizational and persuasion skills Broad knowledge of financial services products and services Ability to use the customer relationship management system

Job Title: RELATIONSHIP BANKER I Company: Capital One Location: New York, NY Description: Promote and sell banking products, provide customer service assistance and perform related duties as required to achieve banking office goals. Handle loan requests, applications and processing. Proficient in product knowledge. Responsible for ensuring compliance of all policies and procedures effecting the day-to-day operations of the banking office. Acquire the knowledge and skills to assume the day to day operations of a retail bank office. Responsibilities: Develop a relationship with consumers by selling consumer and small business products to new and existing customers using needs based selling. Performs servicing duties: greets customers/prospects in the lobby and on the phone, researches customer inquiries, orders checks and/or debit cards, returns phone calls, accepts and forwards wires, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities. Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations. Maintain job proficiency and certification. Monitors, evaluates and presents solutions to any potential banking office/customer problem. Participate in community and/or CRA activities. Basic Qualifications: Minimum: High School Diploma, GED or equivalent. 1 year experience in retail banking environment to include lending, banking office operations and customer service and sales. Preferred Qualifications: College course work in a business related field preferred. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. We promote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidates and providing them with the opportunity to meet their potential. We provide an environment where differences lead to solutions.Required Skills: Basic Qualifications: Minimum: High School Diploma, GED or equivalent. 1 year experience in retail banking environment to include lending, banking office operations and customer service and sales. Preferred Qualifications: College course work in a business related field preferred. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. We promote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidates and providing them with the opportunity to meet their potential. We provide an environment where differences lead to solutions.

Job Title: Senior Relationship Banker-Lake Mary, FL (Heathrow) Company: RBC Location: Lake Mary, FL Description: Senior Relationship Banker-Lake Mary, FL (Heathrow)Posting Start Date: July 202010Job Category: SalesJob Type: Full-TimeEmployment Type: Regular - U.S.Pay Type: Salaried

Job Title: RELATIONSHIP BANKER I--North Lamar Company: Capital One Location: Austin, TX Description: RELATIONSHIP BANKER I--North Lamar Imagine a Fortune 500 company with a real innovative streak. A financial powerhouse poised to redefine its industry. Capital One Financial Corporation is a holding company offering an unmatched range of financial products and services to consumers, small businesses and commercial clients. With over 900 branches, our footprint includes: New York, New Jersey, Connecticut, Texas, Louisiana, Maryland, ...

Job Title: Relationship Banker-Gainesville, FL (Newberry) Company: Royal Bank of Canada (RBC) Location: Gainesville, FL Description: Relationship Bankers provide proactive and reactive financial advice and solutions to retail clients providing credit, deposit and transactional solutions to meet identified needs. They meet sales and service standards to Greet, Identify needs, Always Exceed Expectations, establish Next Steps and Thank clients during all client interactions. They proactively anticipate and take ownership of client requests, work one on one with clients to understand their financial objectives and assist them with solutions to meet their current and future needs, resolving issues at the first point of contact. Key Accountabilities: Relationship Bankers are responsible for providing account opening and retail credit solutions to walk in clients and prospects. They ensure personal sales performance through consistent and effective teleconsulting activities, needs assessments, and community/banking center events. Relationship Bankers function as a universal representative with responsibilities for working a teller station as schedule requires. Job Requirements: (Knowledge/ Experience): 2 year minimum banking experience, customer service, retail or sales is preferred. Ability to market and promote various bank products to customers. Accomplished sales skills .Each role at RBC Bank offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in generating revenue, building and maintaining client relationships, and developing general product and client knowledge. Required Skills/ Competencies/ Attributes: Education: High School Diploma / GED Required Accreditation(s): Special Conditions: none Diversity: Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best put clients first.

Job Title: RELATIONSHIP BANKER I Company: Branch Banking and Trust Company Location: Columbia, SC Description: Line of Business: BANKING NETWORK Job Category: Office / Administrative / Client Service Primary Purpose: Proactively initiate, develop, and manage long-term, profitable relationships. Manage existing client relationships to identify future needs and consultatively address them. Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners. Deliver superior quality service in person or by phone such that client needs are met on a consistent, positive basis. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other Duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Sales a. Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects. b. Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships. c. Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas. d. Participate in team sales efforts such as team call nights, sales meetings, and debriefs. e. Employ BB&T supported sales techniques and processes whenever possible to better serve the client and branch team. 2. Service a. Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office. b. Serve as contact in responding to client and non-client service inquiries as dictated by the needs of the office. c. Support team service process by participating in team service efforts such as service meetings. 3. Operational a. Adhere to regulations and internal control procedures. b. Responsible for attending applicable training classes and completing computer based training, etc. c. Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associate's degree or two years of public contact experience or equivalent education and related training 2. Excellent interpersonal/communication skills including a desire to interact with clients and prospects 3. Ability to master PC keyboard and software skills necessary for branch automation 4. Ability to multitask 5. Ability to speak fluent English Desired Skills: 1. Bachelor's degree or equivalent education and related training This is a Part-Time 20 hour Relationship Banker Position. Must be flexible with days and hour in this position.

Job Title: BN19 - Relationship Banker Company: Kelly Services, Inc. Location: San Francisco, CA Description: Top Bank in the San Francisco area is looking for a Foreign Exchange Senior Advisor to join their team. ? This is a direct hire opportunity with compensation up to $170k/year DOE. ? The Foreign Exchange Senior Advisor is responsible for delivering the bank's full range of foreign exchange (FX) products and services to corporate clients within a geographic area. ? Responsibilities include: Business Development, sales and advisory services with both new and existing clients. Provides advice and mentoring to less experienced Foreign Exchange Relationship Managers Demonstrates compliance with all bank regulations for assigned job function and keeps up to date on regulation changes. Works closely with other Relationship Managers and other product groups to determine FX needs Provides solutions to insure greater account penetration and customer satisfaction Responsible for cross selling other international banking products to clients ? Requirements: 6+ years of relevant foreign exchange trading, sales and advisory services. Proven experience in business development and sales with a track record in developing complex client relationships Excellent management abilities, analytical and problem solving skills, and credit skills Advanced PC skills including Excel, Bloomberg, and Reuters Expert knowledge of FX trading policies, procedures, practices and documentation Excellent written and verbal communication and presentation skills Ability to work effectively with individuals and groups across the company to manage customer relationships Master's degree or equivalent

Job Title: Senior Relationship Banker-Atlanta, GA (Perimeter Center) Company: RBC Location: Atlanta, GA Description: Senior Relationship Banker-Atlanta, GA (Perimeter Center)Posting Start Date: August 92010Job Category: SalesJob Type: Full-TimeEmployment Type: Regular - U.S.Pay Type: Salaried