Managing Director - InterLINK Relationship Manager

1 hours ago

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Webster Bank

WebsiteLinkedInAll Job Openings

Commercial Banking • HSA Bank • Consumer Bank • Small Business • Asset Based Lending

1001 - 5000

Description

• Individual will regularly interface with interLINK clients • Build and maintain positive relationships with clients • Identify opportunities for business growth – active listening to client needs, gather information and present internally with recommendation for solution. • Help oversee the timely resolution of customer complaints . • Follow up with the relevant department to make sure issues are resolved according to business SLA’s • Provide high touch, white glove service • Conduct quarterly or monthly client sweep review meetings – provide business update and address areas of opportunity for the client • Facilitate ad hoc calls / video conferences to check in with clients • Monitor news that is relevant to specific clients and the industry • Coordinate participation and support for client conferences and industry conferences. • Monitor program balance changes, milestones, trends and communicate internally as appropriate. • New product development - other product ideas and solutions to provide client with a comprehensive cash management solution from interLINK

Requirements

• College Graduate • 15+ years of experience in financial services with a strong working knowledge of cash management and insured sweep space. • In-depth knowledge of broker dealer, clearing, custody and RIA space. • Sales/Sales Support Experience-Ability to work closely with sales lead to deliver high quality, high touch experience to clients and prospects • Strategic Mindset- Experience in strategizing responses, interactions, and steering the sales process from a strategic vantage point. • Nimble Decision Making-Adept at quick and effective decision making to capitalize on evolving sales opportunities and address unforeseen challenges. • Relationship Management-Proven ability to cultivate and maintain strong long-lasting relationships. • Cross-Selling Acumen-Demonstrated expertise in identifying and leveraging cross-selling opportunities to maximize client value and enhance revenue streams; interLINK will be the primary sales opportunity; alternative solutions are being developed and will be available to sell. • Networking Proficiency-Adept at building and maintaining a robust professional network to foster new business connections and amplify sales outreach efforts. • Active listener with ability to think on feet. Hear what client wants/needs and figure out how to deliver a solution. Ability to fact find with client and present internally to address