Customer Service Manager Jobs

Job Title: Relationship Banker Company: First Niagra Location: East Amherst, NY Description: Requisition Number 09-1378 Date Posted 10/16/2009 Title Relationship Banker City East Amherst Description Responsibilities: 1. Attend branch staff meetings, bank meetings and offsite training as required 2. Be able to perform the daily duties of a Teller if appropriate 3. Demonstrate the effective use of the First Niagara Sales Process through sales campaigns, call nights, and referrals. Meet individual sales goals 4. Obtain a working knowledge of bank products, services, policies and regulatory policies 5. Provide outstanding service to customers in accordance with Customer First standards and established Service Level Agreements Requirements Required Skills: 1. Life and Health, NASD 6 & 63 and notary licenses preferred 2. PC knowledge, including a working knowledge of Word and Excel 3. Commitment to superior customer service, Required Experience: 1. High School Diploma or GED required 2. 1 year customer service experience and sales and cash handling experience Employee Type Full Time

Job Title: Relationship Banker - West Pasadena Company: Capital One Location: Pasadena, TX Description: 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, Virginia, the DC area and our ambitions are truly national. So what does this mean for you? How about the chance to excel in our supportive, team-oriented environment? To be challenged to advance your skills alongside the brightest talent in the business. And to take on important responsibility from day one while building a rewarding careers all with a fast-growing industry leader. At Capital One Bank, we are looking for Relationship Bankers with a passion for excellence! Our Relationship Bankers play an important role in building relationships with our clients by selling consumer and small business products and services to new and existing clients. As a Relationship Banker you will use proven sales techniques to meet with prospects and customers (consumer and business) both in person and on the telephone. Through profiling, you will analyze and determine customer needs and recommend appropriate financial solutions and products. In addition, by maintaining a working knowledge of the complete line of products and services offered, the Relationship Banker provides branch referrals to specialist in areas such as Investments, Private Client Group, Small Business, etc. The Relationship Banker also provides outstanding service to our customers by greeting customers, researching customer inquiries and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities. Apply today and find out why working at Capital One Bank is anything but business as usual! Basic Qualifications: A high school diploma or GED 6 months of sales experience or college degree 6 months of customer service experience Preferred Qualifications Bachelor’s degree 2 years of experience in commission-based sales environment Previous retail banking experience This position offers a competitive base salary, an opportunity to earn monthly sales incentives and an outstanding benefits package! Capital One Bank is an Equal Opportunity and Affirmative Action Employer, M/F/D/V Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding and under ARRA regulations, Capital One will not sponsor new H-1B petitions or transfer existing H1B Visas.

Job Title: Relationship Banker at Capital One Bank (#614180) - Company: Location: Lafayette, LA Description: Great People Make Great Companies! When we say our success is all about the talented people who work here, we?ve got the track record to prove it. Our competitive edge begins with the people that we recruit to our team. Just as we use information to develop and grow our products, we apply the same strategy in identifying talented people who will succeed and make a difference at Capital One®. At Capital One Bank, we are looking for Relationship Bankers with a passion for excellence! Our Relationship Bankers play an important role in building relationships with our clients by selling consumer and small business products and services to new and existing clients. As a Relationship Banker you will use proven sales techniques to meet with prospects and customers (consumer and business) both in person and on the telephone. Through profiling, you will analyze and determine customer needs and recommend appropriate financial solutions and products. In addition, by maintaining a working knowledge of the complete line of products and services offered, the Relationship Banker provides branch referrals to specialist in areas such as Investments, Private Client Group, Small Business, etc. The Relationship Banker also provides outstanding service to our customers by greeting customers, researching customer inquiries and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities. Apply today and find out why working at Capital One Bank is anything but business as usual! All applicants must apply online: http://capitalone.myvurv.com/main/careerportal/Job_Profile.cfm?szOrderID=614180&szReturnToSearch=1&szWordsToHighlight= Basic Qualifications: ? High school diploma or GED ? 6 months of sales experience or college degree ? 6 months of customer service experience Preferred Qualifications: ? Bachelors degree ? 2 years of experience in commission-based sales environment ? Previous retail banking experience This position offers a competitive base salary, an opportunity to earn monthly sales incentives and an outstanding benefits package! Capital One Bank is an Equal Opportunity and Affirmative Action Employer, M/F/D/V Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding and under ARRA regulations, Capital One will not sponsor new H-1B petitions or transfer existing H1B Visas. 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. ALL APPLICANTS MUST APPLY ONLINE: http://capitalone.myvurv.com/main/careerportal/Job_Profile.cfm?szOrderID=614180&szReturnToSearch=1&szWordsToHighlight=

Job Title: Branch Relationship Banker Company: HSBC Location: Washington, DC Description: 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 sell to current and potential customers. Develops, manages, and expands personal and business customer relationship, which includes 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. 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. 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. Work closely with Financial Advisor to effectively sell investment and insurance products. Complete CCOs and set appropriate appointments, as required. Enhance image of Company by delivering superior customer service. Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. Ensure adherence to established customer interaction standards for every transaction.  Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. 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. Participate in training programs to enhance product knowledge and cross-selling skills. Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events. Be acting as Premier Relationship Manager and/or Business Banking Specialist as needed. Complete other related duties as assigned, including providing guidance and training to less experienced personnel and assisting in customer service and operational activities as required. Support the Company’s Diversity programs. 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 licensesor ability to attain within sixty days of hireStrong interpersonal, communications, sales, organizational and persuasion skillsBroad knowledge of financial services products and servicesAbility to use the customer relationship management system Click here to see all HSBC opportunitiesLearn more about HSBC

Job Title: River/Kenner Forward Hire Relationship Banker Company: Capital One Location: Metairie, LA Description: 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, Virginia, the DC area and our ambitions are truly national. So what does this mean for you? How about the chance to excel in our supportive, team-oriented environment? To be challenged to advance your skills alongside the brightest talent in the business. And to take on important responsibility from day one while building a rewarding careers all with a fast-growing industry leader. At Capital One Bank, we are looking for Relationship Bankers with a passion for excellence! Our Relationship Bankers play an important role in building relationships with our clients by selling consumer and small business products and services to new and existing clients. As a Relationship Banker you will use proven sales techniques to meet with prospects and customers (consumer and business) both in person and on the telephone. Through profiling, you will analyze and determine customer needs and recommend appropriate financial solutions and products. In addition, by maintaining a working knowledge of the complete line of products and services offered, the Relationship Banker provides branch referrals to specialist in areas such as Investments, Private Client Group, Small Business, etc. The Relationship Banker also provides outstanding service to our customers by greeting customers, researching customer inquiries and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities. Apply today and find out why working at Capital One Bank is anything but business as usual! Basic Qualifications: A high school diploma or GED 1 year of banking and/or retail related sales experience in a direct contact customer service environment Preferred Qualifications College degree 2 years of experience in commission-based sales environment Previous retail banking experience This position offers a competitive base salary, an opportunity to earn monthly sales incentives and an outstanding benefits package! Capital One Bank is an Equal Opportunity and Affirmative Action Employer, M/F/D/V Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding and under ARRA regulations, Capital One will not sponsor new H-1B petitions or transfer existing H1B Visas.

Job Title: Bilingual - Branch Relationship Banker Company: HSBC Location: San Francisco, CA Description: See Job Description 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? 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 Strong interpersonal, communications, sales, organizational and persuasion skills Broad knowledge of financial services products and services Ability to use the customer relationship management system Bilingual Cantonese preferred, Mandarin accep

Job Title: RELATIONSHIP BANKER I Company: Capital One Location: Westwood, NJ Description: Summary: 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. Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding subject to the ARRA, Capital One will not sponsor new H-1B petitions or transfer existing H1B visas for new hires to Capital One.

Job Title: Relationship Banker Trainee Company: Branch Banking and Trust Company Location: Lynchburg, VA Description: Line of Business: BANKING NETWORK Job Category: Office / Administrative / Client Service Primary Purpose: This position is to be used for 90 days to teach a newly hired Relationship Banker to proactively initiate, develop, and manage long-term, profitable relationships. A person in this position will be trained to manage existing relationships, to identify client needs, and to consultatively address them. 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. Become familiar with and proficient in the principle accountabilities of the "Sales" part of the Relationship Banker position which are: 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. Become familiar with and proficient in the principle accountabilities of the "Service" part of the Relationship Banker position which are: 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. Become familiar with and proficient in the principle accountabilities of the "Operational" part of the Relationship Banker position which are: a. Must adhere to all BB&T Policies and Procedures, security guidelines, banking regulations and internal control procedures. b. Attend applicable training classes and complete 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 There is not a current opening for this job, but applications are being considered for future opportunities.

Job Title: Relationship Banker II Company: California Bank & Trust Location: Sacramento, CA Description: Lender responsible for acquiring, analyzing and maintaining lending client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. Solicits the sale of additional products and services to best meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments.Typically requires a Bachelors degree and 4 years commercial lending experience. Full use and application of standard lending principles, theories, concepts, and techniques. Working knowledge of bank products and commercial lending techniques and procedures.

Job Title: Relationship Banker - Braeswood Company: Capital One Services Location: Houston, TX Description: Job Description:Great People Make Great Companies!When we say our success is all about the talented people who work here, we’ve got the track record to prove it. Our competitive edge begins with the people that we recruit to our team. Just as we use information to develop and grow our products, we apply the same strategy in identifying talented people who will succeed and make a difference at Capital One®.At Capital One Bank, we are looking for Relationship Bankers with a passion for excellence!Our Relationship Bankers play an important role in building relationships with our clients by selling consumer and small business products and services to new and existing clients.As a Relationship Banker you will use proven sales techniques to meet with prospects and customers (consumer and business) both in person and on the telephone. Through profiling, you will analyze and determine customer needs and recommend appropriate financial solutions and products.In addition, by maintaining a working knowledge of the complete line of products and services offered, the Relationship Banker provides branch referrals to specialist in areas such as Investments, Private Client Group, Small Business, etc.The Relationship Banker also provides outstanding service to our customers by greeting customers, researching customer inquiries and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities.