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 / Retail Finance
Deliverable
client delivery
Required skills
consultative selling, financial product knowledge, relationship building, risk management, regulatory compliance
Preferred skills
mass affluent segment experience, seminar leadership, industry trend analysis
Technologies
NMLS, SAFE Act registration systems
Responsibilities
Execute retail strategies to increase Preferred Program households, build trusted advisor relationships, meet investment sales and referral goals, maintain product knowledge, conduct needs-based assessments, participate in community events and seminars
Seniority
Individual Contributor