Preferred Relationship Manager Oak Lawn
Core
Sales role focused on acquiring, growing, and retaining Preferred Program and mass affluent bank customers through consultative sales and service.
Role type
Retail Relationship Manager (Mass Affluent)
Builds
Bank products and financial solutions for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative selling, financial product knowledge, relationship building, risk management, regulatory compliance
Preferred skills
mass affluent segment experience, brokerage sales experience
Technologies
NMLS, SAFE Act registration systems
Responsibilities
Execute retail strategies to increase Preferred Program households, build deep customer relationships as a trusted advisor, meet or exceed brokerage sales and referral goals, maintain product knowledge and compliance, conduct needs-based assessments and provide financial solutions
Seniority
Individual Contributor