Wealth Management Relationship Manager

Function

Working under the direction and guidelines established by the Director of Wealth Management, the Relationship Manager (RM) is primarily responsible for client relationship management. This includes the growth, profitability, and retention of the individual & family, nonprofit, and retirement plan customer segments. The position delivers exceptional customer experience to the Bank’s customers and is integrally involved in proactive sales and referral cultivation, working closely with the group’s development team, internal business partners, external referral sources, and existing clients.

The RM also participates in, and sometimes coordinates, BWM’s response to requests for proposals and may be assigned special BWM projects.

• Maintain primary responsibility for the retention of existing client relationships assigned, meeting quantified contact targets and client satisfaction strategies.
• Comply with the Bank’s customer experience standards in all respects.
• Provide comprehensive relationship management to client relationships as assigned, coordinating account activity, communications, proactive contact and compliance.
• Review and create reporting to ensure progress related to customer experience and account administration standards.
• Identify relationship growth opportunities within assigned relationships and develop strategies for pursuing these growth opportunities.
• Conduct annual account reviews of all assigned non‑trust accounts, completing the review accurately and on time.
• Handle time‑sensitive transactions and responses for client relationships and document electronic files with important client objectives, concerns and/or communications.
• Work with the Trust Administration Team to ensure delivery of exceptional customer experience and effective trust administration, and may serve as a member of the Trust Administrative Committee.
• Own assigned projects, acting as project lead and seeing through to completion.
• Understand comprehensive client relationships with Bangor Savings Bank and work with other business lines to ensure customer experience standards are met.

• Proactively service and cross‑sell client relationships to improve client satisfaction and generate incremental interest and non‑interest income for Bangor Savings Bank.
• Consistently report information to the Development Team on activities related to business development efforts (client calling, prospect meetings, development results, etc.).
• Prepare or assist in the preparation of proposals for presentation to existing customers, prospects and COIs.
• Utilize and maintain the customer database as a relationship management and cross‑sales tool.
• Provide responsive and appropriate financial solutions for relationships referred through internal or external channels.
• Manage behaviors and activities in pursuit of assigned annual goals, which includes net new fee revenue goal.

• Build and nurture a network of centers of influence, community leaders, business owners and internal partners to increase market share through new client acquisition.
• Establish and maintain a visible presence within assigned business community and markets served.
• Manage behaviors and activities in pursuit of assigned annual goals, which includes net new fee revenue goal.
• Coordinate prospect calling/action/development plans with other Business Line Associates.
• Fully support all BSB business lines in primary and secondary business opportunities.
• Coordinate and prepare Request for Proposal responses.

• Create, monitor, maintain and analyze various system and tracking reports (referral tracking, client contact reports, account reviews, etc.) to ensure transparency and progress in connection with filing requirements, BWM projects, and progress expectations.
• Make recommendations based on analysis of report results and streamline processes for efficiency.
• Identify and provide solutions for department‑wide needs.
• Participate in community and corporate events that support and promote BSB.
• Interact harmoniously with others in a team environment.
• Cross‑sell BSB products and services in support of all business lines.