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 proactively contacting customers, 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 also obtain specific financial licenses within a set timeframe after hiring.

Key skills

Sales, Customer Service, Consultative Selling, Financial Products, Relationship Management, Risk Management, Investment Sales, Communication, Networking, Needs Assessment, Team Collaboration, Market Knowledge, Problem Solving, Customer Retention, Financial Analysis, Presentation Skills

Keywords

Sales, Customer Service, Consultative Selling, Financial Products, Relationship Management, Risk Management, Investment Sales, Communication, Networking, Needs Assessment, Team Collaboration, Market Knowledge, Problem Solving, Customer Retention, Financial Analysis, Presentation Skills, Series SIE, Series 6, Series 63, Insurance Licenses, Series 65, SAFE Act Registration, Financial Center, Referral Activity, Wealth Management, Community Events, Telemarketing, Huddles, Motivational Activities, Consultative Sales Process