VP, Relationship Manager
Core
Originating, developing, and managing high-net-worth and fiduciary client relationships across trust, estate, and related deposit solutions.
Role type
VP, Relationship Manager (Private Banking/Trust Services)
Builds
New operating relationships with middle market companies ($10M+ revenue) and deposit portfolios for high-net-worth clients
Domain
Banking, Wealth Management, Trust & Estate Services
Deliverable
client delivery
Required skills
relationship management, new business sourcing, portfolio growth, risk mitigation, cross-selling banking solutions, direct sales calling, networking, partnership with lending teams
Preferred skills
trust and estate product specialization
Technologies
standard office equipment (computer, telephone, calculator)
Responsibilities
Actively cross-sells banking solutions to new and existing clients; manages portfolio for growth and retention; conducts direct calling, networking, and outbound sales activities; partners with lending teams to win new operating relationships; meets assigned sales goals for deposits, fees, and new relationships
Seniority
VP, strategic account leadership