Premier Relationship Manager
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Finance & Banking
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Sales
Job Description & How to Apply Below
- We’re your local community bank—and have been since 1875—that is committed to providing excellent customer service and giving back to our communities.
- We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard.
- Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization .
- We’ve been named one of the best places to work in Maine , and offer robust benefits focused on your holistic well-being.
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Position Summary:The Premier Relationship Manager serves as a trusted financial partner for affluent and high-net-worth customers by building meaningful relationships and delivering tailored banking solutions. This role drives business development, relationship growth, and customer retention through proactive outreach and consultative financial guidance. The Premier Banker achieves individual sales and portfolio-management goals while collaborating with Retail and Community Banking, Mortgage, Commercial Banking, and Wealth Management partners.
This position contributes to the Bank by delivering exceptional customer experience and comprehensive financial solutions that help customers achieve their goals.
- Meet or exceed individual sales, portfolio-management, and relationship-growth goals to support the Bank’s overall performance.
- Acquire, expand, and retain affluent customer relationships by applying Building Trusted Relationships skills and conducting financial discovery conversations.
- Develop and execute a proactive calling program for high-value consumer and business customers that complement the activities and routines of other sales roles.
- Identify and recommend deposit, lending, cash-management, mortgage, and wealth-management solutions that align with customer goals and deepen relationships.
- Participate in networking, community engagement, joint calling, referral partnerships, and outreach to centers of influence to generate new business opportunities.
- Serve as the primary point of contact for assigned affluent and high-net-worth customers, maintaining regular contact and conducting relationship reviews.
- Provide concierge-level service and coordinate timely resolution of customer concerns as the face of the relationship.
- Partner with lending officers and other business partners to review portfolios, prospect pipelines, loan closings, deposit opportunities, and relationship risks.
- Participate early in prospect and credit-development activities when deposit, liquidity, or operating-account opportunities are present, ensuring clear handoffs and consistent communication.
- Open and maintain deposit accounts and banking services, process transactions, support service requests, and refer questionable or out-of-authority activity to management.
- Maintain complete and accurate customer records and demonstrate strong knowledge of Bank products, services, policies, procedures, and technology platforms.
- Adhere to Bank policies and regulatory requirements, including BSA/AML, Privacy, and CIP, while safeguarding confidential information and maintaining awareness of fraud and operational risk.
- Bachelor's degree in Business, Finance, Accounting, or a related field
- 5+ years of experience in banking, financial services, wealth management, relationship management, or…
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