Preferred Relationship Manager

Acquire, grow, and retain bank customers by partnering with financial center teams and using consultative sales and service to support Preferred Program and mass affluent prospects. Conduct needs-based assessments, provide guidance and referrals, and build trusted-advisor relationships. Meet brokerage sales and referral goals in partnership with an Investment Executive, while proactively contacting customers through in-center visits, telemarketing, and seminars.