Client Relationship Specialist 2
4 weeks ago
Join Webster Bank, a reputable institution established in 1935, where our commitment to prioritizing people has been the cornerstone of our operations. We are dedicated to assisting individuals, families, and businesses in achieving their financial aspirations. As a prominent commercial bank, we are passionate about serving our clients and uplifting our communities. Our core values—Integrity, Collaboration, Accountability, Agility, Respect, and Excellence—distinguish us as both a bank and an employer.
Career Growth and Development
Become a part of our team and unlock your career potential through extensive development opportunities while engaging in meaningful work.
Role Overview
The Client Relationship Specialist 2 position is designed to deliver exceptional service to Banking Center clients while supporting the team in meeting sales, service, and operational objectives aligned with Webster's strategic framework. This role involves processing all customer-related financial transactions in compliance with the bank's regulations and guidelines. Utilizing strong communication and active listening skills, you will identify customers' financial needs, build trust, maximize sales opportunities, generate leads, and provide outstanding customer service. Additionally, you will foster and maintain robust partnerships with various business segments through effective collaboration and communication. This position also includes the responsibility of supervising and mentoring fellow relationship specialists.
Key Responsibilities
• Address customer inquiries accurately and promptly, leveraging available resources and tools.
• Assess client needs and recommend suitable financial products and services through needs-based discussions to strengthen relationships.
• Execute routine teller transactions, including deposits, withdrawals, check cashing, loan payments, and other necessary transactions.
• Implement sales, retention, and other banking initiatives to support the Banking Center's growth and profitability goals.
• Strive to meet or exceed both individual and team targets in sales, service, and operations.
• Ensure compliance with federal and state regulations, as well as bank policies and procedures, while meeting or surpassing branch audit and operational evaluation standards.
• Provide guidance and support to banking center colleagues, acting as a role model and assisting in the onboarding of new team members.
Qualifications
• High school diploma or GED is required; an Associate's or Bachelor's degree is preferred.
• 2-4 years of experience in customer sales/service, with 1-2 years in a supervisory role preferred. Proven success in leading, coaching, and motivating teams.
• Comprehensive knowledge of all products and services offered.
• Stay updated with all systems utilized for branch transaction processing.
• Exhibit strong customer service skills and the ability to foster teamwork, creating a positive work environment.
• Flexibility to work a rotating schedule, including weekends and extended hours, with potential travel to alternate Banking Centers.
Compensation
The estimated salary range for this position is competitive and may vary based on job-related factors, including knowledge, skills, experience, and location. This role is also eligible for incentive compensation.
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
-
Client Relationship Specialist 2
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeBecome a Part of Webster BankIf you are seeking a rewarding career, Webster Bank is the place for you. Established in 1935, our mission has always been centered around prioritizing people—striving to assist individuals, families, businesses, and our team members in reaching their financial aspirations. As a prominent commercial banking institution, we are...
-
Client Relationship Specialist I
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeBecome a Part of Webster Bank as a Client Relationship Specialist IAt Webster Bank, established in 1935, we prioritize a people-centric approach in our operations. Our foundational values—Integrity, Collaboration, Accountability, Agility, Respect, and Excellence—distinguish us within the financial services sector. As a Client Relationship Specialist I,...
-
Client Relationship Manager
6 days ago
Vancouver, British Columbia, Canada CIBC Full timeAbout the RoleCIBC is seeking a highly motivated and results-driven Financial Services Specialist to join our team. As a key member of our Personal Banking and Small Business team, you will be responsible for building and growing your client portfolio by providing exceptional relationship management, financial support, and customer service.Key...
-
Client Relationship Manager
7 days ago
Vancouver, British Columbia, Canada CIBC Full timeAbout the RoleCIBC is seeking a highly motivated and results-driven Financial Services Specialist to join our team. As a key member of our Personal Banking and Small Business team, you will be responsible for building and growing your client portfolio by providing exceptional relationship management, financial support, and customer service.Key...
-
Client Relationship Specialist
4 weeks ago
Vancouver, British Columbia, Canada Global Payments Canada GP Full timeJob Title: Branch Relationship RepresentativeCompany: Global Payments Canada GPGlobal Payments Canada GP stands at the forefront of the payment technology sector, boasting a diverse and talented workforce. We pride ourselves on our cutting-edge solutions and our unwavering commitment to fostering an inclusive environment. Join us in our mission to redefine...
-
Client Relationship Specialist
7 days ago
Vancouver, British Columbia, Canada Webster Bank Full timeAbout Webster BankWebster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus is on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.Our ValuesWe are guided by our core values of Integrity, Collaboration, Accountability, Agility, Respect,...
-
Client Relationship Specialist
6 days ago
Vancouver, British Columbia, Canada Webster Bank Full timeAbout Webster BankWebster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus is on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.Our ValuesWe are guided by our core values of Integrity, Collaboration, Accountability, Agility, Respect,...
-
Client Relationship Manager
23 hours ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryThis unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals....
-
Client Relationship Manager
1 day ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryThis unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals....
-
Client Relationship Manager
21 hours ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob SummaryThis unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals....
-
Client Relationship Manager
7 days ago
West Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled Associate Business Development Specialist to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events...
-
Client Relationship Manager
6 days ago
West Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled Associate Business Development Specialist to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events...
-
Regional Banking Relationship Specialist
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeBecome a valued member of Webster BankWebster Bank, a leading commercial financial institution dedicated to prioritizing customer relationships, is seeking a committed professional to enhance our team. As a Regional Banking Relationship Specialist, you will be instrumental in supporting the achievement of sales, service, and operational objectives across our...
-
Regional Banking Relationship Specialist
4 weeks ago
Vancouver, British Columbia, Canada Webster Bank Full timeBecome a part of Webster Bank's dynamic teamWebster Bank, a financial institution dedicated to prioritizing customer satisfaction, is seeking a committed professional to enhance their team. As a Regional Banking Relationship Specialist, you will be instrumental in helping the organization meet its sales, service, and operational objectives across the...
-
Client Relationship Intern
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timePosition OverviewWhat is the opportunity?This distinctive role leverages your client-oriented sales acumen and innate problem-solving abilities to enhance every client interaction. As a representative of RBC, you provide value during crucial moments for clients and work alongside RBC partners to help clients reach their financial objectives. Whether you're...
-
Client Relationship Manager
7 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeAbout the OpportunityWe are seeking a highly skilled and motivated individual to join our team as an Associate Advisor at Royal Bank of Canada. As a key member of our advisory team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for our Investment...
-
Client Relationship Manager
5 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeAbout the OpportunityWe are seeking a highly skilled and motivated individual to join our team as an Associate Advisor at Royal Bank of Canada. As a key member of our advisory team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for our Investment...
-
Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Bwysk Strategies Inc. Full timePosition OverviewThe role of the Account Manager at Bwysk Strategies Inc. involves overseeing client relationships and ensuring their satisfaction with our services.QualificationsEducation: College/CEGEPExperience: 1 to 2 years in a similar roleKey ResponsibilitiesConduct regular performance evaluations to assess team effectiveness.Collaborate with the...
-
Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Bwysk Strategies Inc. Full timePosition OverviewThe role of the Account Manager at Bwysk Strategies Inc. is crucial for fostering and maintaining strong client relationships while driving sales initiatives.QualificationsEducation: College/CEGEPExperience: 1 to 2 years in a similar roleKey ResponsibilitiesConduct comprehensive performance evaluations to ensure team...
-
Client Relationship Manager
4 weeks ago
Vancouver, British Columbia, Canada Medtronic Full timeCareers that Transform Lives Collaborate with management to develop and implement a comprehensive strategic plan aimed at surpassing quarterly sales revenue objectives. Work closely with marketing and other departments to identify and capitalize on revenue-generating opportunities. Deliver precise and bold sales forecasts, pinpointing risks, action items,...
