Preferred Relationship Manager Associate
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 services for Preferred Program households
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative selling, needs-based assessment, complex financial concepts communication, investment sales, referral management, product knowledge, public presentation, local travel
Preferred skills
financial industry experience, revenue-producing book of business
Technologies
NMLS, SAFE Act registration
Responsibilities
Execute retail strategies to increase Preferred Program households, build deep customer relationships as trusted advisors, simplify complex financial concepts, participate in financial center huddles, 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.