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
Engage partners to fulfill client financial needs
Utilize and promote the Retail Consultative Sales process
Work closely with internal sales partners to increase referral opportunities
Provide needs-based solutions to the customer
Maintain a well-developed working knowledge of the complete line of products and services offered

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.

Relationship Manager

Key skills