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Ms Dynamic 365 Crm Developer Jobs in Delaware (NOW HIRING)

MODERNCONTROLS LLC.

BAS Account Manager

New Castle, DE · On-site

... with customer needs and company objectives. Key Responsibilities Client Relationship Management ... Engineering, or related field preferred 5+ years of experience in BAS, HVAC, controls, or related ...

MODERNCONTROLS LLC.

BAS Account Manager

New Castle, DE · On-site

... with customer needs and company objectives. Key Responsibilities Client Relationship Management ... Education & Experience Bachelor's degree in Business, Engineering, or related field preferred 5+ ...

ModernControls LLC

BAS Account Manager

New Castle, DE · On-site

... with customer needs and company objectives. Key Responsibilities Client Relationship Management ... Engineering, or related field preferred 5+ years of experience in BAS, HVAC, controls, or related ...

Hexagon AB

Inside Sales Account Manager

Wilmington, DE · On-site

Experience selling engineering software, manufacturing software, industrial software, or technology ... Experience using Salesforce or similar CRM platforms for opportunity management, forecasting, and ...

The Chemours Company

Channel Partner Manager

Wilmington, DE · On-site

$147K - $148K/yr

Maintain accurate forecasts, CRM opportunities, and account plans while communicating key drivers ... Degree in Chemistry, Engineering, Materials Science, or another technical discipline. * Experience ...

Ametek

Inside Sales Engineer

Newark, DE · On-site

$58K - $73K/yr

Manage quoting process from enquiry to order acceptance through our global CRM system. * Elaborate ... Bachelor's Degree in Engineering or Science * Experience in the Metals and/or Paper industries Key ...

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Private Client Relationship Manager

Citizens

Lewes, DE • On-site

Full-time

Re-posted 22 days ago

Job description

Description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As aCitizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

  • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
  • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
  • Provide exceptional, high-touch client experiences.
  • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
  • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
  • Leverage Salesforce CRM to track activity.

Measures of Success include

  • Growth in net new investment assets in collaboration with Wealth Partners.
  • Growth in new deposits including checking, savings, and CD balances.
  • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
  • Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Bachelor's degree (preferred).
  • 3 - 5 years of banking, wealth management or other relevant equivalent experience.
  • Experience working with affluent and high net worth clients.
  • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • Demonstrated success in a client-centric, initiative-taking sales environment.
  • Experience establishing and maintaining relationships with clients and internal partners.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
  • Excellent written and verbal communication skills.

Compensation

  • Salary and opportunity to earn Incentive compensation.
  • Salary is commensurate with experience.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F; potential Saturday hours

#LI-CITIZENS6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

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