Preferred Relationship manager

Drive acquisition, growth, and retention of Preferred Program and mass affluent customers through consultative sales and ongoing service. Build trusted-advisor relationships, conduct needs-based assessments, and coordinate with financial center teams and internal partners to increase referrals. Meet investment sales and referral goals in partnership with an Investment Executive, while communicating complex financial concepts and proactively identifying customer financial needs. Ensure risk accountability and follow policies to deliver a positive customer experience.