... Assist the business owner in achieving their financial goals by providing smart financial ... Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ...
... Assist the business owner in achieving their financial goals by providing smart financial ... Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ...
Client Relationship Manager
Houston, TX · On-site
Maintain accurate opportunity, lead, and activity records in the CRM; uphold disciplined capture and pipeline practices. * Resolve project and relationship issues proactively; facilitate timely ...
Client Relationship Manager
Houston, TX · On-site
Maintain accurate opportunity, lead, and activity records in the CRM; uphold disciplined capture and pipeline practices. * Resolve project and relationship issues proactively; facilitate timely ...
Client Relationship Manager
Houston, TX · On-site
Maintain accurate opportunity, lead, and activity records in the CRM; uphold disciplined capture and pipeline practices. * Resolve project and relationship issues proactively; facilitate timely ...
Client Relationship Manager
Houston, TX · On-site
Maintain accurate opportunity, lead, and activity records in the CRM; uphold disciplined capture and pipeline practices. * Resolve project and relationship issues proactively; facilitate timely ...
Salesforce Sales Cloud Developer With SDFC CRM
$53 - $70.25/hr
At least 2 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations * Thorough understanding on the Life ...
Salesforce Sales Cloud Developer With SDFC CRM
$53 - $70.25/hr
At least 2 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations * Thorough understanding on the Life ...
Customer Service Account Manager
Katy, TX · On-site
... * Assist customers with policy changes, renewals, cancellations, and endorsements. * Process ... Maintain accurate and detailed records of customer interactions and transactions in the CRM system.
Quick apply
Customer Service Account Manager
Katy, TX · On-site
... * Assist customers with policy changes, renewals, cancellations, and endorsements. * Process ... Maintain accurate and detailed records of customer interactions and transactions in the CRM system.
Customer Service Account Manager
Katy, TX · On-site
$30K - $40K/yr
... * Assist customers with policy changes, renewals, cancellations, and endorsements. * Process ... Maintain accurate and detailed records of customer interactions and transactions in the CRM system.
Quick apply
Customer Service Account Manager
Katy, TX · On-site
$30K - $40K/yr
... * Assist customers with policy changes, renewals, cancellations, and endorsements. * Process ... Maintain accurate and detailed records of customer interactions and transactions in the CRM system.
Relationship Banker I/II/III - Bulverde Financial Center
Spring, TX · On-site
$16.50 - $21.50/hr
Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship ...
Relationship Banker I/II/III - Bulverde Financial Center
Spring, TX · On-site
$16.50 - $21.50/hr
Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship ...
... customer relationship management and the leadership of a high performing team. If you are an ... Proven retail management/assistant retail management experience preferably within cosmetics * The ...
New
... customer relationship management and the leadership of a high performing team. If you are an ... Proven retail management/assistant retail management experience preferably within cosmetics * The ...
New
Customer Service Representative
Montgomery, TX · On-site
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Customer Service Representative
Montgomery, TX · On-site
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Customer Service Representative
Montgomery, TX · On-site
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Customer Service Representative
Montgomery, TX · On-site
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Business Development Advisor
Houston, TX · On-site
$225K - $255K/yr
Support CRM reporting, lead routing, and sales operations to ensure efficient pipeline management. * Assist with proposal preparation, meeting coordination, and follow-up communications throughout ...
Quick apply
Business Development Advisor
Houston, TX · On-site
$225K - $255K/yr
Support CRM reporting, lead routing, and sales operations to ensure efficient pipeline management. * Assist with proposal preparation, meeting coordination, and follow-up communications throughout ...
Customer Service Representative
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Customer Service Representative
$13 - $17.75/hr
Consistently enter all quotes into CRM and ERP systems, contact information is maintained and kept up to date in all systems, all sales-related activities in accounts are captured as activities in CR ...
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ... tools preferred. * Ability to travel regionally and/or locally. Business Relationship Manager III ...
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ... tools preferred. * Ability to travel regionally and/or locally. Business Relationship Manager III ...
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ... tools preferred. * Ability to travel regionally and/or locally. Business Relationship Manager III ...
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales ... tools preferred. * Ability to travel regionally and/or locally. Business Relationship Manager III ...
Customer Success Manager
Houston, TX · On-site +1
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Success Manager
Houston, TX · On-site +1
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Success Manager
Houston, TX · On-site +1
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Success Manager
Houston, TX · On-site +1
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Success Manager
Houston, TX · On-site
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
New
Customer Success Manager
Houston, TX · On-site
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
New
Customer Success Manager
Houston, TX · On-site
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Success Manager
Houston, TX · On-site
$85K - $115K/yr
Customer Relationship Management (CRM) Software: Familiarity with CRM software, such as Salesforce, HubSpot, or others. * Deep familiarity with Precision Ag data layers including yield maps, soil ...
Customer Account Manager
Humble, TX · On-site
Drive operational excellence, ensuring timely and cost-effective transportation solutions. * Assist ... Accurately record all meaningful conversations, quotes, and RFP activities in the CRM. * Monitor ...
Customer Account Manager
Humble, TX · On-site
Drive operational excellence, ensuring timely and cost-effective transportation solutions. * Assist ... Accurately record all meaningful conversations, quotes, and RFP activities in the CRM. * Monitor ...
Crm Assistant information
Is CRM a remote job?
A CRM Assistant role can be performed remotely, depending on the employer and company policies. Many organizations offer remote or hybrid work options for CRM-related positions, especially those involving data entry, customer communication, and software tools like CRM platforms. Availability of remote work varies by company and job requirements.
What is the difference between Crm Assistant vs Customer Service Representative?
| Aspect | Crm Assistant | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; CRM software knowledge | High school diploma; communication skills |
| Work Environment | Office-based, CRM systems | Call centers, retail, office |
| Employer & Industry Usage | Marketing, sales, customer relations | Customer support across industries |
| Common Search & Comparison | CRM tasks, database management | Customer support, client interaction |
The main difference is that a Crm Assistant focuses on managing customer data within CRM systems, supporting marketing and sales efforts, while a Customer Service Representative primarily handles direct customer interactions and support. Both roles require strong communication skills, but the Crm Assistant emphasizes technical CRM knowledge, whereas the Customer Service Representative emphasizes interpersonal skills.
What are the key skills and qualifications needed to thrive as a CRM assistant, and why are they important?
To thrive as a CRM Assistant, you need a foundational understanding of customer relationship management, data entry, and analytical skills, often supported by a degree in business or a related field. Familiarity with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics, along with proficiency in Excel and basic database management, is typically required. Strong attention to detail, organizational abilities, and effective communication are crucial soft skills for managing customer data and supporting team initiatives. These skills ensure accurate data maintenance, efficient workflow, and positive customer interactions, all of which are vital for maintaining strong client relationships.
What is a CRM assistant?
CRM assistants are professionals who support the management and optimization of a company's Customer Relationship Management (CRM) system. They help maintain customer databases, ensure data accuracy, assist with marketing campaigns, and provide support to sales and customer service teams. Their role is crucial for streamlining communication, improving customer experience, and maximizing the efficiency of CRM tools within an organization.
What are the most commonly searched types of Crm jobs in Spring, TX? The most popular types of Crm jobs in Spring, TX are:
What are popular job titles related to Crm Assistant jobs in Spring, TX? For Crm Assistant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Crm Assistant jobs in Spring, TX look for? The top searched job categories for Crm Assistant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Crm Assistant jobs? Cities near Spring, TX with the most Crm Assistant job openings:
Full-time
Re-posted 3 days ago
Fifth Third Bank rating
7.5
Based on 113 frontline employees who took The Breakroom Quiz
105th of 170 rated banks
Job description
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM. Assist the business owner in achieving their financial goals by providing smart financial solutions for both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand the clients'/prospects holistic business needs. Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management, and all other applicable banking services. Position may be located in Financial Center.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
WORKING CONDITIONS:
Business Banking Relationship Manager II (Houston)
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Houston, Texas 77002
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Responsible for business development, relationship management and client experience of companies with annual gross sales of at least $2MM and generally less than $10MM. Assist the business owner in achieving their financial goals by providing smart financial solutions for both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand the clients'/prospects holistic business needs. Through such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, deposits, treasury management, and all other applicable banking services. Position may be located in Financial Center.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Prospect for new clients by utilizing referral sources, existing clients, financial centers and centers of influence.
- Work with product partners (Affiliate- Retail IE, WMA, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
- Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
- Effectively retain and grow long term profitable "Lead" client relationships.
- Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with the ultimate goal of being clients' lead or primary bank.
- Responsible for planning and conducting relationship strategy and relationship review meetings with product partners.
- Coordinate all client-facing activities including credit support and other product partners.
- Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post call follow up.
- Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
- Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit Utility) on credit requests and adhere to established Portfolio Management guidelines.
- Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
- Complete administrative responsibilities in a timely manner.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor's degree required or equivalent work experience.
- Minimum of 3 years sales experience; minimum of 3 years managing business banking or commercial relationships preferred.
- Formalized credit training or equivalent credit risk experience required. Underwriting experience preferred.
- Proven ability to build new and existing client business and provide a positive client experience.
- Strong business acumen, to include detailed analysis, review of financial statements and knowledge in advanced accounting principles.
- Thorough knowledge of Commercial & Treasury Management services as well as alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentations.
- Champions the Bancorp vision and core-values through personal actions and leadership influence to promote high-performing work groups. Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
- Regional /local travel.
WORKING CONDITIONS:
- Normal office environment with little exposure to dust, noise, temperature and the like.
- Extended viewing of CRT screen.
- Frequent travel possible depending on assignment.
- Microsoft Certifications a plus.
Business Banking Relationship Manager II (Houston)
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Houston, Texas 77002
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
What Fifth Third Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fifth Third Bank
Sourced by ZipRecruiter
Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Cincinnati, OH, US
Year founded
1858