Preferred Relationship Manager
Core
Sales position 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, needs-based assessment, risk management, complex financial concepts communication, brokerage sales, referral management, public presentation
Preferred skills
financial industry experience, revenue-producing book of business development
Technologies
NMLS, SAFE Act registration systems
Responsibilities
Execute retail strategies to increase Preferred Program households, build deep customer relationships as trusted advisors, meet or exceed brokerage sales and referral goals, maintain product knowledge, initiate and maintain customer contact via financial center, telemarketing, and community events, manage and report on risks
Seniority
Individual Contributor