Preferred Relationship Manager
Core
Acquire, grow, and retain Preferred Program and mass affluent bank customers through consultative sales and service.
Role type
Retail Relationship Manager (Mass Affluent)
Builds
Bank products and services for individual consumers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative selling, needs-based assessment, complex financial concepts communication, relationship building, sales goal achievement, product knowledge, public presentation
Preferred skills
financial industry experience, revenue-producing book of business management
Technologies
NMLS registration system, financial center tools
Responsibilities
Execute retail strategies to increase Preferred Program households, build deep customer relationships as trusted advisors, simplify and communicate complex financial concepts, maintain sales environment through team meetings, meet or exceed investment sales and referral goals, initiate and maintain customer contact via financial center, telemarketing, and community events
Seniority
Individual Contributor