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14 Oct 2020

Temporary Relationship Advisor

Premier Talent Partners – Posted by Premier Talent Partners Tempe, Arizona, United States

Job Description

Premier Talent Partners is partnering with our client, a high-tech commercial bank, to find a Relationship Advisor for their Tempe, AZ location. Being that we are in an uncertain job market, this role could be a great foot in the door! In this position, you will serve as the primary contact for client interaction – including written, verbal, and face-to-face correspondence. You are expected to contact and respond to client requests, continually build rapport with clients, and provide consistent white-glove service.

Responsibilities:

  • Build relationships with key clients to increase product awareness
  • Strategize with bank partners to increase client retention, relationships, uncover product gaps, win deals, identify outreach opportunities, and set goals
  • Manage the onboarding of new relationships
  • Build client records and prepare necessary bank documents
  • Perform and create training and technology demonstrations via web conferencing
  • Support clients on all activity related to client accounts, including assessing risk related transactions, managing cash flow, and/or other daily bank operational needs
  • Escalate client service tickets when needed
  • Perform scheduling of client meetings and adhere to pre-call planning and post-call practices

Qualifications:

  • Bachelor’s Degree is required
  • Minimum 1 year of work experience in the financial or banking fields
  • Proven experience working with and generating new clients
  • Basic understanding of bank deposit and cash management products and service
  • Must be highly organized and detail-oriented, with strong interpersonal skills

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Premier Talent Partners is a recruitment firm specializing in the areas of contract/temp, temp-perm, permanent and payrolling needs across all industries, supporting equitable hiring nationwide.

Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

How to Apply

To be considered for this position, please register here in our proprietary system.

Job Types: Temporary. Salaries: 40,000 - 60,000.

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