EG
Erste GroupCorporate Relationship Manager
Corporate Relationship Manager developing corporate client portfolios at BCR. Maintaining relationships and identifying business needs for banking products.
About the role
- Manages all aspects of Tax Exempt/401k sponsored plans
- Maintain and enhance relationships with existing clients
- Help to contribute to increased profitability
- Serves as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units
- Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's
- Contributes to product development and process improvement efforts
- Directly resolves complex service and communications issues with customers
- Identifies and assists field partners with plan retention opportunities
- Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
- Other duties as assigned.
Requirements
- Bachelors degree in Business Administration or equivalent
- 3+ years financial services industry experience
- Customer Services experience/skills
- Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
- Paid volunteer time — 40 hours per calendar year
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Experience level
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EG
Erste GroupCorporate Relationship Manager
Corporate Relationship Manager tasked with developing corporate client portfolios at BCR. Building relationships, identifying needs, and offering banking products in the corporate sector.
WC
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