Preferred Relationship Manager

Acquire, grow, and retain Preferred Program and mass affluent customers by proactively contacting and servicing clients with needs-based recommendations across bank products. Build consultative trusted-advisor relationships, partner with internal sales teams and Investment Executive on referrals and investment goals, and remove roadblocks to achieve sales targets. Maintain product knowledge, stay current on industry and economic conditions, and participate in financial center meetings, telemarketing, seminars, and community events.