Relationship Officer - CASA

SkillLabs; Delhi Charter Township (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

SkillLabs in the United States, Michigan, Delhi Charter Township seeks a Relationship Manager for the Banking Sector to build and maintain client relationships, assess financial needs and offer suitable banking solutions.

You will acquire new customers, cross-sell products, handle queries, and ensure compliance while meeting sales targets. Previous experience in sales, banking, or customer service is preferred, with a bachelor’s degree in a related field; MBA is a plus.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Commerce, or related field (MBA preferred for some roles).
• Experience in sales, banking, or customer service is preferred.

Responsibilities

• Build and maintain strong relationships with existing and potential customers.
• Understand customer financial requirements and recommend suitable banking products such as savings accounts, loans, investments, insurance, and other services.
• Acquire new customers and expand the customer base through networking and referrals.
• Handle customer queries, resolve complaints, and ensure a smooth banking experience.
• Achieve assigned sales targets for various banking products and services.
• Cross-sell and up-sell banking products based on customer needs.
• Conduct regular follow-ups with customers to improve customer retention.
• Maintain customer records and ensure proper documentation and compliance with banking policies.
• Coordinate with internal teams for loan processing, account services, and other customer requirements.
• Stay updated with market trends and competitor offerings.

Skills

Communication

CRM skills

Sales & negotiation

Banking products knowledge

Problem solving

Targets under pressure

Financial regulations

Education

Bachelor’s degree in Business Administration, Finance, Economics, Commerce, or related field

MBA preferred

Job description

Job Description: Relationship Manager – Banking Sector

Position: Relationship Manager

Industry: Banking / Financial Services

Job Summary

A Relationship Manager is responsible for building and maintaining strong relationships with customers, understanding their financial needs, and providing suitable banking products and services. The role focuses on customer satisfaction, business development, and achieving sales targets.

Key Responsibilities

• Build and maintain strong relationships with existing and potential customers.
• Understand customer financial requirements and recommend suitable banking products such as savings accounts, loans, investments, insurance, and other services.
• Acquire new customers and expand the customer base through networking and referrals.
• Handle customer queries, resolve complaints, and ensure a smooth banking experience.
• Achieve assigned sales targets for various banking products and services.
• Cross-sell and up-sell banking products based on customer needs.
• Conduct regular follow-ups with customers to improve customer retention.
• Maintain customer records and ensure proper documentation and compliance with banking policies.
• Coordinate with internal teams for loan processing, account services, and other customer requirements.
• Stay updated with market trends and competitor offerings.

Skills Required

• Good communication and interpersonal skills
• Customer relationship management skills
• Sales and negotiation abilities
• Knowledge of banking products and services
• Problem-solving and decision-making skills
• Ability to achieve targets under pressure
• Basic knowledge of financial products and regulations

Qualification

Bachelor’s degree in Business Administration, Finance, Economics, Commerce, or related field (MBA preferred for some roles).

Experience

Experience in sales, banking, or customer service is preferred.

Key Performance Indicators (KPIs)

• Customer acquisition and retention
• Achievement of sales targets
• Customer satisfaction levels
• Cross-selling performance
• Quality of service provided