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Webster Bank · 2 days ago

Associate Relationship Manager

Milwaukee, WI

Full-time

Hybrid

Entry, Mid Level

$52K/yr - $60K/yr

2+ years exp

Webster Bank is a leading commercial bank focused on helping individuals, families, and businesses achieve their financial goals. The Associate Relationship Manager assists Senior and Strategic Relationship Managers by managing client accounts, identifying growth opportunities, and providing product training to enhance client satisfaction and retention.

Banking

Hiring Manager

Bridgette Yang

Responsibilities

Account Management of priority C clients of aligned Relationship Manager client portfolio

“Back end” management of priority A&B clients for aligned Relationship Manager client portfolio

Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Relationship Manager

Manages the submission and confirmed completion of Sales force cases for aligned Relationship Manager client portfolio

Achieve defined response score in ARM survey

Grow Accounts and Balances for assigned book of C clients with oversight from the Relationship Manager

Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Relationship Manager

Provide or coordinate product training as required to clients to ensure effective utilization of services

Build trusted relationships with client executives through relationship building activities

Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels

Follows through with meeting identified needs and/or escalates to management level

Handles confidential and non-routine information

Maintains confidentiality of all corporate, client, and research matters

Presents HSA information in a group setting

Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management

Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth

Tracks activity in Salesforce

Perform other duties as assigned by management

Travel - 5%

Qualification

Relationship ManagementAccount ManagementSalesforceEmployee BenefitsProcess ImprovementInterpersonal SkillsProblem SolvingAttention to DetailConfidentiality

Required

High School / GED required

2+ years of related experience of Employee Benefits, CDHP

2+ years of relationship management/account management/executive experience

Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change

Keen ability to interact with clients at all levels of their organization

Excellent interpersonal skills needed

Energetic, results-oriented professional

Must be "take charge" type that can effectively problem solve

Possesses the ability to maintain the strictest confidentiality of company and customer information

Attention to detail and demonstrates high organizational skills

Consistent and accurate