Preferred Relationship Manager
Core
Acquire, grow, and retain mass affluent bank customers through consultative sales and service of financial products.
Role type
Retail Relationship Manager (Mass Affluent)
Builds
Customer relationships and revenue-producing book of business
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative selling, financial product knowledge, risk management, needs assessment, public presentation
Preferred skills
industry/economic trend analysis, seminar leadership
Technologies
NMLS registration system, financial center tools
Responsibilities
Execute retail strategies to increase Preferred Program households, build deep customer relationships as trusted advisors, simplify complex financial concepts, meet investment sales and referral goals, initiate and maintain customer contact via financial center, telemarketing, and community events, keep current on business industry and economic environment
Seniority
Individual Contributor