Senior Premier Relationship Manager
Core
Manages a portfolio of mass affluent clients, acting as a trusted advisor to uncover financial needs and provide banking, lending, and investment solutions.
Role type
Senior Premier Relationship Manager
Builds
Mass affluent client relationships and sales opportunities across multiple branch locations.
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales process, credit risk analysis, product knowledge (deposits, loans, mortgages), brokerage and insurance products, business banking solutions, retirement planning, personal trust and investment management, client portfolio management, regulatory compliance
Preferred skills
Series 7, 66, or 65 licenses
Technologies
digital and self-serve banking platforms
Responsibilities
Develop strong customer relationships and act as primary point of contact; identify sales opportunities and make key recommendations on products and pricing; review credit applications and recommend remedies; mentor and coach branch personnel; educate clients on digital banking options; liaise between clients and internal departments to solve problems; monitor exception reports and ensure operational integrity.
Seniority
Mid-Senior, hands-on IC