Preferred Relationship Manager

Acquire, grow, and retain bank customers with a focus on Preferred Program households and mass affluent prospects. Proactively contact and service clients, perform needs-based assessments, and partner with internal teams to drive consultative sales and referrals. Maintain product knowledge, meet investment sales and referral goals with an Investment Executive, and communicate complex financial concepts clearly. Manage risk appropriately and support a positive customer experience while helping retain and grow client wealth.