Client Relationship

Client Relationship Sales Jobs

2 jobs found

25d ago

Business Development Relationship Manager *Bilingual in Spanish Preferred

First Commonwealth Federal Credit Union Allentown, PA

Allentown, PA

25d ago

$65k - $80k/yr Full time Account Management B2B Banking Relationships

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Job Description

This hybrid Allentown, PA role at First Commonwealth Federal Credit Union focuses on growing membership and product utilization within the Bank @ Work program, with a salary range of USD 65,204 - 80,000 per year and a preference for bilingual Spanish speakers.

Responsibilities

Serve as the primary contact to develop, cultivate, and sustain member group relationships across HR, Finance, and other key business areas within assigned groups.
Collaborate with group contacts to gain a deep understanding of their business to drive membership growth, increase product and service usage, and expand business services relationships.
Represent First Commonwealth to assigned relationships and apply relationship management best practices to achieve objectives.
Coordinate visits to member groups according to the business development plan (weekly, monthly, quarterly, annually) to ensure roughly 80 percent of time is spent in the field, with remaining time in financial centers for collaboration with associates, managers, and members to identify leads and assess market needs and trends.
Foster ongoing collaboration among internal stakeholders in the market, including Retail, Lending, Business Services, and Marketing teams.
Ensure top tier member groups receive tailored support aligned with their penetration plans using tools such as onsite visits, benefit fairs, webinars, seminars, events, lead capture, and email.
Act as the primary voice of the customer for assigned groups, conveying critical feedback to support ongoing improvements and easier, more compelling business interactions.

Requirements

Demonstrates a proactive mindset and the ability to drive urgency in the sales cycle while executing solution strategies and maintaining a robust pipeline.
Strong listening and collaboration skills with a proven ability to work effectively in a team.
Effective verbal and written communication skills, including delivering presentations to small groups.
Minimum five years of experience in a sales or relationship management role within financial services.
Proven ability to build rapport in a retail B2C sales setting and meet targets.
Demonstrated skill in nurturing, cultivating, and managing B2C relationships to achieve goals.
Associate degree in business or a related field, or equivalent work experience.
Proficient in MS Office, Internet, and email.

Preferred qualifications

Bachelor's degree in business or a related field.
Financial Wellness certification.

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1mo ago

Sales Development and/or Transaction Coordinator

Currier and Company Branson, MO

Branson, MO

1mo ago

$40k - $80k/yr Full time Account Management Business Development Client Liaison

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Job Description

Currier & Company invites you to join a full-time, onsite role in Branson, MO that blends sales development support, transaction coordination, and client communications. This position prioritizes relationship-building, operational excellence, and delivering an outstanding client experience throughout the transaction process. It offers a collaborative culture, professional development opportunities, and a clear path for growth within a growing real estate company.

Benefits and culture

Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Outstanding company culture and collaborative team environment

Compensation

Salary: USD 40,000 – 80,000 annually

Responsibilities

Respond promptly and professionally to client, lead, and agent communications
Maintain proactive, high-touch communication throughout the client journey
Coordinate updates among clients, lenders, title companies, agents, and vendors
Support an exceptional customer experience from initial contact through closing
Assist with managing transactions from contract to close
Prepare, organize, and review contracts, disclosures, amendments, and related documents
Track deadlines, inspections, appraisals, and closing timelines
Maintain organized digital files and internal systems
Support lead follow-up and client engagement plans
Help maintain CRM systems and communication workflows
Build relationships with prospective and current clients
Assist with marketing and client engagement initiatives
Troubleshoot issues and keep transactions moving smoothly
Stay proactive, detail-oriented, and solution-focused
Take ownership of tasks large and small to support team success
Other duties as assigned

Requirements

Exceptional communication and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and follow-through
A positive, team-oriented attitude with a willingness to learn
Passion for customer service and creating outstanding client experiences
Comfortable with technology, CRMs, and digital systems
Real estate experience or licensure preferred, but not required
Customer service or sales experience is a plus

Technologies

CRM systems

Why join Currier & Company

Outstanding company culture and collaborative team environment
Full-time position with competitive compensation and benefits
Opportunity for long-term growth within a growing real estate company
Professional development and licensure support
A workplace where your contributions matter

Schedule and location

Full-time, onsite in Branson, Missouri, primarily Monday–Friday, 9:00am–5:00pm. Occasional evenings or weekends may be required to meet deadlines. On-call and weekend rotation support as needed.

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Client Relationship Sales Jobs

Business Development Relationship Manager *Bilingual in Spanish Preferred

Sales Development and/or Transaction Coordinator

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