Regional Relationship Manager

Company: Federal Reserve Bank of New York
Location: San Francisco
Posted on: November 1, 2024

Job Description:

Regional Relationship ManagerRegional Relationship ManagerLocations: Chicago, IL; St. Louis, MO; Cleveland, OH; Philadelphia, PA; San Francisco, CATime Type: Full timePosted On: Posted 2 Days AgoTime Left to Apply: End Date: November 12, 2024 (11 days left to apply)Job Requisition ID: R-0000026919CompanyThe Federal Reserve Bank of Chicago is seeking a Relationship Manager to maintain and develop relationships supporting a portfolio of financial institutions utilizing Federal Reserve Financial Services (FRFS) solutions. This position requires a customer-oriented mindset, including analyzing customer needs and matching those needs with available FRFS services.The level of work required is considered intermediate, and staff must be able to work remotely under minimal supervision. This job does not have any direct reports.Responsibilities

• Develop consultative relationships with new and existing customers to increase potential for expanded business and customer retention.
• Use independent service knowledge to explain products and services to customers and coordinate the successful completion of required paperwork, pricing, logistical set-up tasks, etc.
• Document day-to-day activity and utilize reporting capabilities in Salesforce to serve customer needs effectively.
• Accountable for Federal Reserve Financial Services revenue and strategic goal achievement.
• Provide customer perspective for new products, quality improvements, or customized business solutions to internal stakeholders.
• Prepare and present cost/benefit proposals to customers.
• Consult with customers on merger, acquisition, and de novo activities.
• Conduct presentations related to FRFS products and services internally and at industry conferences.
• Maintain a customer-oriented mindset, focused on building and preserving relationships.Education and Experience
  • Bachelor's degree or equivalent experience.
  • Two or more years of relevant experience preferred.
  • Experience with Salesforce or equivalent CRM tool required.
  • Advanced knowledge of financial institution operational practices and strong commercial acumen.
  • Strong problem-solving skills.
  • Excellent organizational and time management skills.
  • Demonstrates strong written and verbal communication skills.Additional Requirements
    • Ability to travel up to 40%.
    • Valid driver's license.What We Offer
      • Comprehensive benefits package includes medical, dental, vision, prescription drug coverage, 401k savings plan, retirement plan, paid time off, transit benefit, onsite gym, and subsidized cafeteria.
      • A learning environment with opportunities to gain new skills and grow your career.This document indicates the general nature and level of work performed by employees within this position. It is not a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. An employee's responsibilities, tasks, and duties might differ from those outlined in the job description, and other duties, as assigned, are a part of the job. The Federal Reserve Bank of Chicago reserves the right to modify the elements of this job description as business needs require.Full Time / Part TimeFull timeRegular / TemporaryRegularJob Exempt (Yes / No)YesJob CategorySales/MarketingWork ShiftFirst (United States of America)The Federal Reserve Banks believe that diversity and inclusion among our employees is critical to our success as an organization, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool. The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
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Keywords: Federal Reserve Bank of New York, Palo Alto , Regional Relationship Manager, Executive , San Francisco, California