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 coordinate with internal partners and financial center teams to drive referrals and provide consultative solutions. Earn trust through consultative sales/service, maintain product knowledge, meet investment sales and referral goals with the Investment Executive, and ensure risk and customer experience expectations are consistently met.