Top 19 Relationship manager Jobs in Lexington Ky

Relationship Manager
Bank of America —Lexington, KY
- Full-time
- Background check
- Research
- Mid-level
Commercial Relationship Manager
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Mid-level
- Office
- Microsoft Office
Quick Apply
Commercial Relationship Manager
MRISpokane —Lexington, KY
- $80,000 - $190,000 a year
- Office
- Business development
- Senior level
- Profit sharing
- 401(k)
Quick Apply
Commercial Banking Relationship Manager - Lexington
Stock Yards Bank & Trust —Lexington, KY
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Client Relationship Associate Director, Connected Devices PM (Clinical Research)
IQVIA —Lexington, KY
- $90,200 - $251,200 a year
- Full-time
- Remote
- 7 years
- Microsoft Excel
- Computer literacy
- Work from home
14d
Consumer and Mortgage Lending Relationship Manager
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Mid-level
- Office
- Finance
Quick Apply
Commercial Relationship Manager II
Fifth Third Bank —Lexington, KY
- Full-time
- Mid-level
- Office
- Finance
Lead Director, Stop Loss Relationship Management
CVS Health —Frankfort, KY
- $100,000 - $231,540 a year
- Full-time
- Bachelor's degree
- Fair chance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Client Relationship Consultant 1-4 (Banker) Lexington, KY
U.S. Bank National Association —Lexington, KY
- $20.00 - $26.82 an hour
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
Business Relationship Manager Area Manager - Executive Director
JPMorganChase —Lexington, KY
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Tuition reimbursement
1d
Relationship Banker - North Park -
Bank of America —Lexington, KY
- Extended hours
- Office
- Finance
- High school diploma or GED
Client Relationship Consultant 2 (Banker) Lexington KY Richmond Rd
U.S. Bank National Association —Lexington, KY
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Commercial Relationship Manager I
First Financial Bank NA —Lexington, KY
- Full-time
- Customer service
- Mid-level
- Finance
- Disability insurance
- Health insurance
Client Relationship Consultant 3 (Banker) Lexington KY Eastland
U.S. Bank National Association —Lexington, KY
- $20.00 - $26.82 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 2-3 (Banker) Berea Ky and Richmond KY
U.S. Bank National Association —Richmond, KY
- $20 - $22 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
14d

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Relationship Manager

Bank of America -
Lexington, KY

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Team leadership
Research
Post-sales issue resolution
High school diploma or GED
Series 7
Financial product expertise
Risk management
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Job Description:
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Responsibilities:

Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations

Required Skills/Qualifications:

Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual’s experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution

Skills:

Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

relationship manager jobs in lexington ky

Relationship Manager

Commercial Relationship Manager

Commercial Relationship Manager

Commercial Banking Relationship Manager - Lexington

Client Relationship Associate Director, Connected Devices PM (Clinical Research)

Consumer and Mortgage Lending Relationship Manager

Commercial Relationship Manager II

Lead Director, Stop Loss Relationship Management

Client Relationship Consultant 1-4 (Banker) Lexington, KY

Business Relationship Manager Area Manager - Executive Director

Relationship Banker - North Park -

Client Relationship Consultant 2 (Banker) Lexington KY Richmond Rd

Commercial Relationship Manager I

Client Relationship Consultant 3 (Banker) Lexington KY Eastland

Client Relationship Consultant 2-3 (Banker) Berea Ky and Richmond KY

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