Preferred Relationship Manager

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative retail sales and service. Conduct needs-based assessments, partner with financial center teams for referrals, and build trusted-advisor relationships. Maintain product and service knowledge, meet investment sales and referral goals with an Investment Executive, and proactively engage customers via in-center interactions, telemarketing, seminars, and community events while managing risk appropriately.