A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs.
Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer.
Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.

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 6, 63 and insurance licenses required.
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.
This role may work with one or more FCs, which will require some local travelling.
This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").

Comprehensive benefits and differentiated compensation offerings to support individual needs including physical, financial, emotional and social well-being.

Preferred Relationship Manager

Key skills