Elite RM

About the role

The Elite RM is responsible for developing and expanding high net worth customer relationships with a focus on liabilities and commercial assets. This role involves sourcing new bank customers through external efforts and acquisition channels while ensuring high levels of service and policy compliance. The position also focuses on cross-selling bank products to existing customers and informing them of product enhancements.

Responsibilities

• Develop and expand high net worth customer relationships for liabilities and commercial assets
• Source new bank customers through external individual efforts and acquisition channels
• Ensure high levels of customer service orientation and application of bank policy
• Cross-sell bank products to existing branch customers
• Inform customers of new products or product enhancements to expand banking relationships

Required skills

• Relationship management
• CASA
• Sales
• Customer service