Relationship Manager at CivicMinds, Inc in Monterey, California

Posted in Other about 2 hours ago.

Type: full-time





Job Description:

Role Description

This is a full-time hybrid role for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining customer relationships, identifying business opportunities, and promoting banking products and services. Some remote work is acceptable, but the role is primarily based in the Monterrey Metropolitan Area. Day-to-day tasks include managing client portfolios, analyzing financial data, and providing personalized banking solutions

Qualifications
  • Customer Relationship Management, Business Development, and Sales skills
  • Financial Analysis and Investment knowledge
  • Excellent Communication and Interpersonal skills
  • Experience in Retail and Commercial Banking
  • Ability to work independently and collaboratively
  • Bachelor's degree in finance, Business Administration, or related field

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