Preferred Relationship Manager.

Role responsibilities

The Preferred Relationship Manager is responsible for acquiring, growing, and retaining bank customers, focusing on Preferred Program customers and mass affluent prospects. This includes conducting needs-based assessments and collaborating with internal partners to fulfill client financial needs.

Requirements

A college degree or equivalent experience is required, along with experience in a sales environment, preferably in the financial industry. Candidates must obtain specific licenses within a set timeframe and demonstrate the ability to build a revenue-producing book of business.

Key skills

Sales, Customer Service, Consultative Selling, Financial Products, Relationship Management, Risk Management, Communication, Networking, Financial Analysis, Problem Solving, Team Collaboration, Market Knowledge, Customer Retention, Needs Assessment, Referral Generation, Community Engagement

Keywords

Sales, Customer Service, Consultative Selling, Financial Products, Relationship Management, Risk Management, Communication, Networking, Financial Analysis, Problem Solving, Team Collaboration, Market Knowledge, Customer Retention, Needs Assessment, Referral Generation, Community Engagement, Series 6, Series 63, Insurance Licenses, Series 65, SAFE Act Registration