What are the responsibilities and job description for the Part Time - Relationship Manager position at Tharp Consulting?
Location: On site at location listed in job posting.
Summary: Under supervision, this role delivers full-service banking operations for high-net-worth clients, managing simple to moderately complex accounts in accordance with departmental standards.
Responsibilities
Summary: Under supervision, this role delivers full-service banking operations for high-net-worth clients, managing simple to moderately complex accounts in accordance with departmental standards.
Responsibilities
- Assist Private Client Services Relationship Managers (RMs) in providing financial services, handling smaller client accounts, and developing sales skills.
- Serve as primary contact for client inquiries, account openings, cross-selling, and supporting loan processing.
- Support the maintenance of client portfolios by monitoring client information, financial plans, and market trends to identify opportunities for added value.
- Help organize client files, schedule meetings, and coordinate with internal partners to promote bank products and services.
- Uncover client needs, recommend solutions, and assist in developing sales strategies, with opportunities to help close deals and support client entertainment activities.
- Bachelor's degree or equivalent; 2 years of experience preferred.
- Proficiency in MS Office Suite.
- Strong written and oral communication skills.
- Attention to grammar, typing accuracy, and spelling.
- Positive attitude, adaptability, and desire to excel in a dynamic environment.