Relationship Manager

Responsibilities

• A sales position responsible for the acquisition, growth, and retention of bank customers
• Proactively contact and service customers in the sales and service of bank products
• Conduct needs-based assessment of the prospective and existing client base
• Utilize and promote the Retail Consultative Sales process
• Work closely with internal sales partners to increase referral opportunities
• Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers
• Maintain a well-developed working knowledge of the complete line of products and services offered
• Initiate and maintain customer and prospect contact through a variety of methods

• College degree or equivalent combination of education and experience required
• Experience in a sales environment; experience in financial industry
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed
• Series SIE, 6, 63 and insurance licenses required
• For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period
• Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment
• Position involves contact with the public, necessitating the ability to present a professional image