Preferred Relationship Manager
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, needs-based assessment, complex financial concepts communication, brokerage sales, relationship building, product knowledge
Preferred skills
bilingual Spanish, financial industry experience, revenue-producing book of business management
Technologies
NMLS registration, consultative selling certification tools
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 customer contact via financial center, telemarketing, and community events, keep current on industry and economic trends to provide new solutions
Seniority
Individual Contributor