Preferred Relationship Manager

Drive acquisition, growth, and retention of Preferred Program customers and mass affluent prospects through consultative retail sales and needs-based assessments. Build trusted-advisor relationships, communicate complex financial concepts, and collaborate with financial center teams and internal partners to increase referrals. Maintain product knowledge, meet or exceed investment sales and referral goals, and initiate proactive customer/prospect outreach through in-center activity, telemarketing, and community seminars/events.