Preferred Relationship Manager.

Responsible for acquiring, growing, and retaining bank customers, with a focus on Preferred Program customers and mass affluent prospects. You’ll conduct needs-based assessments, use retail consultative sales processes, and partner with internal teams to increase referrals and provide tailored solutions. Build trusted advisor relationships, meet investment sales and referral goals with an Investment Executive, and support customer contact through calls, telemarketing, seminars, and community events while following risk and compliance expectations.