Account Manager at Gravitee managing enterprise relationships and customer satisfaction. Shaping AI - driven digital experiences and collaborating with customers on strategic goals in North America.
About the role
- Relationship Manager II at S&T Bank managing fiduciary and investment accounts involving client servicing and business development. Ensures compliance and oversees client profitability across multiple locations in Pennsylvania.
Responsibilities
- Administers professional services on assigned fiduciary and investment management accounts.
- Ensures compliance with all banking and fiduciary regulations, bank policies and procedures and departmental policies and procedures.
- Oversees client profitability.
- Meets with clients and prospects to explain the available services.
- Pursue business development through expanded relationships with existing clients and new relationships with prospects.
- Cross-sell or refers non-WM business to appropriate business units of S&T Bank.
- Maintains a broad product knowledge base of all WM products and high quality service standards for current client base to maximize relationship retention and growth.
Requirements
- Requires a four-year college degree or equivalent
- Attainment of or progress towards attainment of industry certifications (e.g. CTFA, CFP, ChFC, etc.) and/or advance degree (e.g. MBA, JD, etc.) preferred
- Two to five years specialized experience, specifically trust administration.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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