Preferred Relationship Manager - Dunwoody, GA

Acquire, grow, and retain bank customers by serving Preferred Program clients and mass affluent prospects. Conduct needs-based assessments, apply Retail Consultative Sales, and partner with the financial center team to drive referrals. Build trusted-advisor relationships, explain complex financial concepts simply, meet investment sales and referral goals with an Investment Executive, and support risk management and a strong customer experience. Engage prospects through outreach, telemarketing, seminars, and community events.