Preferred Relationship Manager

Acquire, grow, and retain Preferred Program and mass affluent customers through consultative retail sales and service. Proactively contact clients, perform needs-based assessments, and coordinate with financial center teams and internal partners to increase referrals. Deliver an excellent customer experience while following policies and managing risks. Build a revenue-producing book of business, meet brokerage sales goals, and stay current on industry and economic conditions to offer solutions for current and future wealth needs.