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US 3w PTO

  • Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
  • Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
  • Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.

Sales Client Relationship Management Customer Engagement

20 jobs similar to Business Banking Virtual Relationship Manager

Jobs ranked by similarity.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services opportunities. They offer a remote, part-time role with a small team providing weekly pay and training.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Work alongside a dynamic remote team where collaboration is the heartbeat of success.

Global Elite Empire Consultants connects clients with personalized benefits solutions. They offer a virtual, team-oriented environment with rapid growth opportunities and comprehensive training.

US

  • Conducting virtual consultations with clients and assessing their needs.
  • Cultivating lasting client relationships through consistent check-ins.
  • Completing related administrative tasks as needed.

Global Elite Empire Consultants is a fast-growing, tech-driven organization that connects clients with solutions through virtual consultations. They are a third-party recruiter looking for innovative individuals to help take the team to the next level.

US

  • Build and nurture client relationships, ensuring customer satisfaction and long-term retention.
  • Act as a trusted advisor, understanding client needs and aligning them with our solutions.
  • Identify upsell and cross-sell opportunities to drive revenue growth and increase account value.

Patch My PC provides enterprise solutions for automating third-party updates. Their fully remote crew of 150 employees supports over 10,000 customers and 30 million devices, fostering a culture of GIF-loving humans and core values.

US

  • Drive strategic growth by identifying key contacts, developing proposals, and negotiating agreements to maximize network growth.
  • Serve as the liaison between external accounts, maintain relationships with decision-makers, and advise on operational efficiencies.
  • Manage a portfolio of clients to retain and grow business while ensuring compliance and managing risk.

Capital One is a leading information-based technology company in the financial services industry, focused on helping customers succeed through ingenuity and simplicity. The company is founder-led with a large workforce and a culture that values innovation and customer advocacy.

US

  • Speak with interested clients and walk them through simple benefit options.
  • Help clients get set up with their chosen plans.
  • Work remotely with flexible hours and no cold calling or micromanagement.

Global Elite Empire Consultants helps clients who have already requested information about their benefit options. The company offers a remote work environment with flexible hours and performance-based income, providing training and mentorship for its team.

Global

  • Support client consultations, lead follow-up, onboarding, and customer support activities.
  • Conduct phone and virtual consultations and explain the credit repair process.
  • Follow up with warm leads and assist with outbound lead follow-up activities.

20four7VA connects businesses with virtual assistants. They offer various open roles, free training, constant support, and a vibrant community.

US

  • Drive scaling and adoption of virtual services within Privia's network and externally.
  • Conduct market analysis to identify targets and support sales enablement.
  • Serve as central contact for new providers and execute marketing campaigns.

Privia Health is a technology-driven national physician enablement company that collaborates with medical groups and health systems to optimize practices and improve patient experiences. The company is led by top talent and physician leadership, with scalable operations and cloud-based technology.

US

  • Conduct virtual consultations with clients, assessing their needs and providing solutions.
  • Cultivate lasting client relationships through consistent, periodic check-ins.
  • Complete related administrative tasks such as note taking and appointment setting.

Global Elite Empire Consultants is a third-party recruiter that connects innovative individuals with opportunities in tech-driven organizations. The company is fast-growing and seeks motivated team players to help take the team to the next level.

US

  • Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
  • Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
  • Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.

Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.

Canada

  • Customize protection programs for working families and monitor customer satisfaction.
  • Contact prospective clients through warm leads via Zoom to schedule appointments and quote coverage.
  • Determine clients' needs, research current coverage, and maintain business through product sales, referrals, and renewals.

The company provides leads and helps working families nationwide with protection programs. The team is career-minded and offers bonuses, lifetime residual income, and full benefits in a supportive culture that feels like a second family.

United States

  • Provide Tier 1 inbound and outbound customer support for online banking, login assistance, and general account inquiries.
  • Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income.
  • Maintain accurate documentation of customer interactions and monitor performance metrics like First Call Resolution and Customer Satisfaction.

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services, including solar, residential, commercial, and SBA loans, with a focus on sustainability. They are a Certified B Corporation with branches in Florida and a growing digital presence, employing a mission-driven team of goal-setters and changemakers.

US

  • Guide clients through their benefit options.
  • Assist clients in setting up their benefits.
  • Work with warm leads (no cold calling).

Global Elite Empire Consultants is a third-party recruiter. They connect talented individuals with meaningful career opportunities, focusing on client satisfaction and candidate success.

US

  • Research and identify prospective clients using CRM, social media, and sales intelligence tools.
  • Execute outbound campaigns to introduce Sodexo's InReach convenience solutions and build client relationships.
  • Maintain accurate CRM records and align pipeline activities with target revenue goals.

Sodexo improves quality of life through food service, catering, facilities management, and integrated solutions worldwide. With a corporate staff, the company values diversity and inclusion, fostering an environment where employees are respected and heard.

US

  • Build relationships and increase the assets of assigned Wealth Management clients.
  • Work closely with an Internal Wholesaler to implement your territory plan.
  • Develop and implement marketing plans for assigned clients.

American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.

  • Conduct virtual consultations with clients to assess their financial needs.
  • Build lasting client relationships through periodic check-ins and follow-ups.
  • Utilize provided leads and training to advance based on performance.

Global Elite Empire Consultants is a third-party recruitment firm that connects candidates with insurance and financial services positions. They provide training, mentorship, and a flexible remote work environment.

Global

  • Act as primary contact for key clients, building strong relationships and ensuring alignment with their objectives.
  • Drive revenue growth by identifying new opportunities, upselling, and leveraging market and competitor insights.
  • Collaborate cross-functionally with technical, business, legal, sales, marketing, product, operations, and support teams.

Yuno builds payment infrastructure enabling global market participation. Founded by seasoned payments and IT experts, it provides a high-performance payment orchestrator.