Relationship Manager Assistant | Latam
By BTG Pactual At Miami, FL, United States
Qualitative and Analytical Skills: Demonstrating high qualitative and analytical abilities to assess complex financial situations and make informed decisions.
Prioritization and Organization: Applying strong prioritization and organizational skills to manage multiple tasks and meet deadlines effectively.
To be successful in this role, you should possess the following qualifications and knowledge:
Technical Skills: Advanced proficiency in Excel and PowerPoint, along with knowledge of VBA for optimizing internal processes.
Interpersonal Skills: Utilizing your superior interpersonal skills to build and maintain strong relationships with clients and stakeholders.
Financial Market Expertise: Profound knowledge of financial market products and regulations, with a focus on the US, Brazil, and Latam regions.
Assistant Manager, Influencer Relationship Management
By L'Oréal At New York, NY, United States
Experience in community building and influencer campaign management
Support the Manager, Influencer Relationship Management to ensure proper execution for the product category
Strong organizational and communication skills, and the ability to manage multiple workstreams simultaneously
Manage all pertinent supply chain processes with divisional supply team, brands and third-party vendors
2-3 years of experience in Influencer Marketing and Social Media
Luxury and/or beauty experience preferred
Assistant Relationship Manager Jobs
By Capital One At , Plano, Tx
Educate Dealer Customers on Capital One Auto Finance’s policies and procedures.
High School Diploma, GED or Equivalent certification.
At least 2 years of Sales or Customer Service Experience
in the Auto Finance Division provides support to both operations and sales.
Act as a Funding coordinator between Capital One and our dealership customer.
Gather and verify loan documentation, which could include a blend of Inbound/Outbound phone calls with customers and business partners
Relationship Manager Assistant Jobs
By BTG Pactual At New York, United States
Offer a quality and personalized service;
Two or more years of experience in the financial industry;
Superior interpersonal skills to work with clients, RR’s, counterparties, and back office locally and abroad to resolve any outstanding issues;
Knowledge of financial markets products and regulations – Brazil and USA;
Advanced knowledge in Excel and Power Point;
two or more years of experience in the financial industry;
Assistant Relationship Manager Jobs
By Renasant Bank At Huntsville, AL, United States
Assist relationship managers with exceptions, credit file maintenance, credit monitoring requirements, preparation for portfolio reviews and required covenant maintenance
Assist relationship managers in the closing and documentation of new and existing credit facilities and attend loan closings
Assist relationship managers with calls on new and existing bank clients and attend calls
Compile targeted potential business client lists for relationship managers to utilize in business development
Obtain and retain product knowledge
Ability to effectively communicate information and respond to questions from groups of managers, clients, customers, and the general public
Recruitment Relationship Manager
By Dartmouth College At , Hanover, Nh $26.00 - $31.25 an hour
Required Qualifications - Skills, Knowledge and Abilities
Required Qualifications - Education and Yrs Exp
Bachelors plus 2-3 years' experience or equivalent combination of education and experience
Lorin Parker, Executive Director, Talent Management
Experience taking initiative, exercising sound judgment and working independently.
Experience working with numerous stakeholders, building and maintaining professional relationships and delivering a high standard of customer service.
Relationship Manager/Senior Relationship Manager, Leasing
By CoBank At , Omaha, 68154, Ne $100,000 - $180,000 a year
Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
Benefits Packages, including: Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
CoBank University robust curriculum –associate training and development, including higher education tuition reimbursement
Manages to profitability and credit quality targets for portfolio.
Bachelor’s degree in business, finance or relevant discipline
Knowledge of competitive environment and practices in customer’s industry.
Patient And Relationship Manager
By UCLA Health At , Los Angeles, 90095, Ca $73,900 - $170,700 a year

Description The Patient Care and Relationship Manager provides outreach and visits with patients, physicians, affiliates and other key constituencies to advance network growth strategies. In this ...

Relationship Manager Ii Jobs
By Black Knight At , Remote $100,000 - $130,000 a year
Requires 10+ years of relationship management experience
Requires 2+ years of leadership/management experience
Strategically focused and responsible for client satisfaction, maintaining client communication, and the overall management of client relationship
Serves as the primary management contact and client liaison for production support of Black Knight solutions
May lead personnel who assist in the management of the client relationship
A Bachelor’s degree or the equivalent combination of education, training, or work experience
Associate Relationship Manager Jobs
By 1st Century Bank At , Los Angeles, 90067, Ca $80,000 - $120,000 a year
Assist relationship managers with initial loan structures, pre-underwriting, pricing models, and deposit relationship pro-forma.
Partners with Relationship Managers to promote all bank products and services to establish total client banking relationship.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Ensure credit portfolio has the required updated financials and is meeting compliance guidelines.
Maintains an awareness of competitive products, practices, rates and changes in the market area.
Exercises sound credit and risk judgment in approving transactions. Recommends approval when transaction size exceeds authority limits.
Relationship Manager Jobs
By Intercontinental Exchange At , New York, 10022, Ny $110,000 - $130,000 a year
Strong written and verbal communication skills and the ability to interact with senior management internally and externally are critical.
This role offers work from home flexibility of up to 2 days per week.
Minimum of 5 years of experience working within the financial services industry, with at least three years of account relationship experience.
Overall industry knowledge and professional demeanor combined with knowledge of ICE Data Services products and services is a must.
Relationship Manager Jobs
By Ministry Brands At Newport Beach, CA, United States
Three to five years of experience in commercial deposit management
Strong relationship management and business development/sales skills
Thorough knowledge of deposit products and treasury management services
Bachelor's degree, or equivalent work experience
Good knowledge of commercial credit and credit quality
Broad knowledge of bank products and services
Relationship Manager/Senior Relationship Manager
By CoBank At , Omaha, 68154, Ne $100,000 - $180,000 a year
Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
Benefits Packages, including: Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
CoBank University robust curriculum –associate training and development, including higher education tuition reimbursement
Manages to profitability and credit quality targets for portfolio.
Bachelor’s degree in business, finance or relevant discipline
Broad knowledge of credit and financing alternatives.
Assistant Manager - Influencer Relationship Management
By L'Oréal At New York, NY, United States
Experience in community building and influencer campaign management
Support the Manager, Influencer Relationship Management to ensure proper execution for the product category
Strong organizational and communication skills, and the ability to manage multiple workstreams simultaneously
Manage all pertinent supply chain processes with divisional supply team, brands and third-party vendors
2-3 years of experience in Influencer Marketing and Social Media
Luxury and/or beauty experience preferred
Relationship Manager Jobs
By Beacon Pointe At Metairie, LA, United States
Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
Excellent written and verbal communication skills
Organizational, analytical, and interpersonal skills
Research and respond to routine-to-complex HNW client inquires in a timely fashion
Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements
Pharmacy Relationship Manager Jobs
By Healthcare Marketing Group LLC At Salt Lake City, UT, United States
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Hoa Relationship Manager Jobs
By Sunwest Bank At Sarasota, FL, United States
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered.
Provide support to Bank employees in all areas of Electronic Banking, Deposit and Treasury Management products and services.
Performs any other duties that may be assigned by supervisors or management team
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Understand and comply with requirements of all laws and regulations applicable to the position.
Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations.
Avp, Relationship Manager Jobs
By Cathay Bank At El Monte, CA, United States
Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing.
Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio.
Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
Must possess previous underwriting experience in the requisite area of commercial lending.
Review loan documents, either internally prepared or by outside counsel, to ensure accuracy.
Review to ensure each credit is properly risk rated based on the Bank’s risk rating system.
Uk Relationship Manager - Tx
By CNI Consulting Inc. At Dallas, TX, United States
An assigned roster of high–net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
Ongoing career development, empowering you to discover your own career path.
Opportunities for advancement driven by performance and attitude.
Competitive compensation that aligns your interest with the client’s, instead of working against each other.
100% coverage of premiums for health, vision and dental insurance
A 50% 401(k) match, up to the IRS maximum
State Relationship Manager Jobs
By Pearson At , $80,000 - $90,000 a year
Experience in project management, planning and coordination.
1+ years of experience working in education, workforce development or similar
Associates degree required, Bachelor's degree preferred or equivalent years of experience
Demonstrate excellent verbal and written communication skills – can communicate effectively one-on-one or when presenting to small and large groups.
Understanding of adult education and workforce policy is highly desirable.
Spanish-language skills are highly desirable.

Are you looking for an exciting opportunity to join a dynamic team and help build relationships with clients? We are looking for an Assistant Relationship Manager to join our team and help us create lasting relationships with our clients. You will be responsible for providing excellent customer service, developing and maintaining relationships with clients, and helping to grow our business. If you have a passion for customer service and are looking for a rewarding career, this is the job for you!

Overview Assistant Relationship Managers are responsible for providing support to Relationship Managers in the management of client relationships. They are responsible for helping to develop and maintain relationships with clients, providing advice and assistance to clients, and helping to ensure that client needs are met. Detailed Job Description Assistant Relationship Managers are responsible for providing support to Relationship Managers in the management of client relationships. They are responsible for helping to develop and maintain relationships with clients, providing advice and assistance to clients, and helping to ensure that client needs are met. They must be able to work independently and as part of a team, and must be able to handle multiple tasks and deadlines. They must be able to communicate effectively with clients and other staff members, and must be able to work with a variety of financial products and services. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and deadlines
• Knowledge of financial products and services
• Knowledge of banking regulations and procedures
• Ability to analyze financial data
• Ability to develop and maintain relationships with clients
• Ability to provide advice and assistance to clients
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in a banking or financial services environment
• Knowledge of banking regulations and procedures
• Ability to analyze financial data
• Ability to develop and maintain relationships with clients
• Ability to provide advice and assistance to clients
Job Knowledge
• Knowledge of banking regulations and procedures
• Knowledge of financial products and services
• Knowledge of financial analysis
• Knowledge of customer service principles
• Knowledge of banking software and systems
Job Experience
• Previous experience in a banking or financial services environment
• Previous experience in customer service
• Previous experience in sales
Job Responsibilities
• Develop and maintain relationships with clients
• Provide advice and assistance to clients
• Analyze financial data and make recommendations
• Assist with the preparation of financial reports
• Monitor client accounts and transactions
• Ensure compliance with banking regulations and procedures
• Assist with the development of new products and services
• Assist with the preparation of marketing materials
• Respond to client inquiries and requests