Preferred Relationship Manager

Acquire, grow, and retain Preferred Program and mass affluent customers through proactive consultative sales and service. Conduct needs-based assessments, engage partners, and use the Retail Consultative Sales process to drive referrals and provide needs-based financial solutions. Build trusted-advisor relationships, support financial center sales activity, and meet investment sales and referral goals in partnership with an Investment Executive, while managing risk and delivering a strong customer experience.